Morningstar

Virtus KAR Small-Cap Core A PKSAX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 54.17  /  −0.35 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.38%
  • Turnover 10%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:24 PM GMT+0

Morningstar’s Analysis PKSAX

Will PKSAX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PKSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PKSAX 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 PKSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A high-quality small-cap option.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Two skilled managers and a consistent, quality-oriented process make Virtus KAR Small-Cap Core a great option.

by Tony Thorn
Rated on Published on

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Portfolio Holdings PKSAX

More PKSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

9.05 188.4 Mil
Industrials

Simpson Manufacturing Co Inc

6.62 137.8 Mil
Basic Materials

FTI Consulting Inc

6.31 131.3 Mil
Industrials

Primerica Inc

5.61 116.9 Mil
Financial Services

Dreyfus Government Cash Mgmt Instl

4.95 103.1 Mil
Cash and Equivalents

CorVel Corp

4.54 94.5 Mil
Financial Services

Acushnet Holdings Corp

4.17 86.9 Mil
Consumer Cyclical

The Toro Co

4.01 83.4 Mil
Industrials

Landstar System Inc

3.73 77.6 Mil
Industrials

Kadant Inc

3.62 75.4 Mil
Industrials

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