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Virtus KAR Small-Cap Value C PQSCX

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%

Morningstar’s Analysis PQSCX

Will PQSCX outperform in future?

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

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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