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Virtus KAR Small-Cap Growth A PSGAX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 31.53  /  0.06 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.330%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield
  • Turnover 12%

Morningstar’s Analysis PSGAX

Will PSGAX outperform in future?

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

Concentrated on quality.

Analyst Anthony Thorn

Anthony Thorn

Analyst

Summary

Virtus KAR Small-Cap Growth’s proven managers applying a rigorous, quality-oriented approach make it a great option.

Rated on Published on

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Portfolio Holdings PSGAX

  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 56.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.81
300,410,614
Financial Services
7.74
264,026,641
Consumer Cyclical
6.06
206,502,729
Communication Services
5.91
201,651,389
Industrials
5.02
171,029,168
Financial Services
4.88
166,278,134
Technology
4.71
160,557,041
Communication Services
4.68
159,736,268
Financial Services
4.16
141,894,627
Technology
4.06
138,300,485
Technology