PSGAX – Virtus KAR Small-Cap Growth A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PXSGX	Virtus KAR Small-Cap Growth Fund Class I	Institutional	Open			Jun 28, 2006	$332.89M	1.120%	High	$100,000	−$743.32M
PSGAX	Virtus KAR Small-Cap Growth Fund Class A	Front Load	Open			Jun 28, 2006	$138.23M	1.390%	High	$2,500	−$99.76M
PSGCX	Virtus KAR Small-Cap Growth Fund Class C	Level Load	Closed			Jun 28, 2006	$7.08M	2.110%	Above Average	$2,500	−$27.40M
VRSGX	Virtus KAR Small-Cap Growth Fund Class R6	Retirement, Large	Open			Jan 30, 2018	$31.56M	1.010%	High	$0	−$98.56M

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