Virtus KAR Small-Cap Core Fund Class I (PKSFX) Research
Typically, the fund allocates at least 80% of its total assets to common equity shares of companies with small market capitalizations. Its primary goal is to achieve long-term capital growth within the small-cap segment, while concurrently striving for a risk level that is below that of the broader small-capitalization market. The subadviser meticulously selects a concentrated portfolio of small-cap companies, targeting those it assesses as possessing durable competitive strengths and available at what it considers favorable valuations.
Market snapshot
- Symbol
- PKSFX
- Price
- $51.76
- Day change
- +1.61%
- Market cap
- $1.8B
- 52-week range
- 48.33-59.2
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- AQR Large Cap Defensive Style Fund Class N (AUENX)
- Diamond Hill Long-Short Fund (DIAMX)
- Harbor Small Cap Value Fund Institutional Class (HASCX)
- Harbor Small Cap Growth Fund Investor Class (HISGX)
- Virtus KAR Small-Cap Core Fund (PKSAX)
- Virtus KAR Small-Cap Growth Fund Class A (PSGAX)
- Virtus KAR Small-Cap Growth Fund Class C (PSGCX)
- Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund (PXSGX)
Open Virtus KAR Small-Cap Core Fund Class I (PKSFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.