Virtus KAR Small-Cap Core Fund (PKSAX) Research
The Virtus KAR Small-Cap Core Fund typically allocates a substantial portion—at least 80%—of its assets to the equity securities of companies with small market capitalizations. Its primary objective is to achieve long-term capital growth within the small-cap segment, but it does so with a deliberate aim to manage risk more conservatively than the overall small-capitalization market. The fund's subadviser meticulously selects a concentrated portfolio of smaller companies, focusing on those believed to possess durable competitive advantages and whose shares are available at valuations deemed attractive by the investment team.
Market snapshot
- Symbol
- PKSAX
- Price
- $46.56
- Day change
- +1.59%
- Market cap
- $1.8B
- 52-week range
- 43.5-54.03
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Acorn International Fund (ACINX)
- AQR Large Cap Defensive Style Fund (AUEIX)
- Parametric Commodity Strategy Fund (EAPCX)
- Fidelity Convertible Securities Fund (FCVSX)
- Fidelity Disciplined Equity Fund (FDEQX)
- Harbor Small Cap Value Fund (HSVRX)
- Optimum Large Cap Growth Fund (OILGX)
- Rydex NASDAQ-100 Fund (RYCOX)
Open Virtus KAR Small-Cap Core Fund (PKSAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.