A management change amid a period of uncharacteristically weak results and an uptick in analyst departures prompt a downgrade to Virtus KAR Small-Cap Growth’s People Pillar from High to Above Average, while the Process rating remains Above Average.
Virtus KAR Small-Cap Growth Fund Class C PSGCX
- NAV / 1-Day Return 9.42 / +1.29 %
- Total Assets 509.8M
-
Adj. Expense Ratio
2.110%
- Expense Ratio 2.110%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Closed
- TTM Yield 0.00
- Turnover 18%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:59 AM GMT+0
Morningstar’s Analysis PSGCX
Will PSGCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 56.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Servisfirst Bancshares Inc | 7.26 | 45M | Financial Services |
AAON Inc | 6.73 | 41M | Industrials |
Triumph Financial Inc | 6.46 | 40M | Financial Services |
Alliance Laundry Holdings Inc | 5.98 | 37M | Consumer Cyclical |
The Toro Co | 5.70 | 35M | Industrials |
Enerpac Tool Group Corp Class A | 5.18 | 32M | Industrials |
Goosehead Insurance Inc Class A | 5.16 | 32M | Financial Services |
Kinsale Capital Group Inc | 5.11 | 31M | Financial Services |
Ryan Specialty Holdings Inc Class A | 4.60 | 28M | Financial Services |
US Physical Therapy Inc | 4.39 | 27M | Healthcare |
United States