Despite a disappointing recent stretch of performance, Virtus KAR Small-Cap Growth’s two proven managers and a rigorous approach make it a great option.
Virtus KAR Small-Cap Growth Fund Class C PSGCX
- NAV / 1-Day Return 9.13 / −2.04 %
- Total Assets 597.1M
-
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 Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:41 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
The People Pillar is our evaluation of the PSGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PSGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 53.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Servisfirst Bancshares Inc | 6.52 | 54M | Financial Services |
Triumph Financial Inc | 6.23 | 51M | Financial Services |
The Toro Co | 5.98 | 49M | Industrials |
Enerpac Tool Group Corp Class A | 5.66 | 47M | Industrials |
US Physical Therapy Inc | 5.11 | 42M | Healthcare |
Alliance Laundry Holdings Inc | 5.01 | 41M | Consumer Cyclical |
Kinsale Capital Group Inc | 4.92 | 41M | Financial Services |
Us Dollar | 4.91 | 41M | Cash and Equivalents |
Ryan Specialty Holdings Inc Class A | 4.75 | 39M | Financial Services |
AAON Inc | 4.72 | 39M | Industrials |
United States