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Virtus KAR Small-Cap Value C PQSCX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 23.28  /  0.51 %
  • Total Assets 801.1 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 11%

Morningstar’s Analysis PQSCX

Will PQSCX outperform in future?

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

Strength in Virtus KAR Small-Cap Value C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings PQSCX

  • Current Portfolio Date
  • Equity Holdings 32
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.05
50,785,587
Industrials
5.38
38,788,473
Financial Services
4.37
31,468,623
Consumer Cyclical
4.20
30,299,469
Technology
4.15
29,939,608
Industrials
4.07
29,306,422
Industrials
4.06
29,231,621
Industrials
4.05
29,185,368
Industrials
3.96
28,528,394
Financial Services
3.88
27,943,138
Industrials