Virtus KAR Small-Cap Core’s proven managers applying a rigorous, quality-oriented approach make it a great option.
Virtus KAR Small-Cap Core I PKSFX
- NAV / 1-Day Return 52.92 / +0.45 %
- Total Assets 2.1 Bil
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Limited
- TTM Yield 0.49%
- Turnover 10%
USD | NAV as of Jul 06, 2024 | 1-Day Return as of Jul 06, 2024, 12:43 AM GMT+0
Morningstar’s Analysis PKSFX
Will PKSFX outperform in 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 52.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
EMCOR Group Inc | 9.43 | 201.3 Mil | Industrials |
Simpson Manufacturing Co Inc | 7.86 | 167.7 Mil | Basic Materials |
FTI Consulting Inc | 6.00 | 128.1 Mil | Industrials |
Primerica Inc | 5.86 | 125.0 Mil | Financial Services |
CorVel Corp | 4.37 | 93.2 Mil | Financial Services |
Acushnet Holdings Corp | 4.11 | 87.7 Mil | Consumer Cyclical |
Graco Inc | 3.79 | 80.9 Mil | Industrials |
Watts Water Technologies Inc Class A | 3.78 | 80.6 Mil | Industrials |
Kadant Inc | 3.77 | 80.4 Mil | Industrials |
The Toro Co | 3.60 | 76.7 Mil | Industrials |