PKSFX – Virtus KAR Small-Cap Core I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PKSFX	Virtus KAR Small-Cap Core Fund Class I	Institutional	Closed			Oct 18, 1996	$998.96M	1.000%	Above Average	$100,000	−$345.21M
PKSAX	Virtus KAR Small-Cap Core Fund Class A	Front Load	Closed			Aug 30, 2002	$166.92M	1.290%	Above Average	$2,500	−$9.52M
PKSCX	Virtus KAR Small-Cap Core Fund Class C	Level Load	Closed			Aug 30, 2002	$4.63M	1.990%	Average	$2,500	−$22.82M
VSCRX	Virtus KAR Small-Cap Core Fund Class R6	Retirement, Large	Closed			Nov 12, 2014	$389.31M	0.920%	Above Average	$0	−$119.06M

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