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Morningstar

Virtus KAR Small-Cap Value C PQSCX

Morningstar Analyst Rating
Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 23.16  /  1.07 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.960%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis PQSCX

Will PQSCX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PQSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PQSCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PQSCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Virtus KAR Small-Cap Value C's Average Process Pillar and People 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 most expensive quintile among peers.

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