PSVIX – Virtus NFJ Small-Cap Value Inst Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with smaller market capitalizations. The manager currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and the greater of $4 billion or the capitalization of the largest company in the Russell 2000 Index. The fund normally invests significantly in securities of companies that the portfolio managers expect will generate income (for example, by paying dividends).

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
PSVIX	Virtus NFJ Small-Cap Value Fund Institutional Class	Institutional	Open			Oct 1, 1991	$52.80M	0.820%	Below Average	$1M	−$17.67M
PCVAX	Virtus NFJ Small-Cap Value Fund Class A	Front Load	Open			Jan 20, 1997	$178.54M	1.170%	Below Average	$2,500	−$32.14M
ANFVX	Virtus NFJ Small-Cap Value Fund Class R6	Retirement, Large	Open			Dec 19, 2013	$8.23M	0.770%	Below Average	$0	−$4.25M

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