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Virtus KAR Small-Cap Value A PQSAX

Quantitative rating as of
  • NAV / 1-Day Return 22.86  /  1.20 %
  • Total Assets 935.4 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.43%
  • Turnover 9%

Morningstar’s Analysis PQSAX

Will PQSAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



Virtus KAR Small-Cap Value A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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