Virtus KAR Small-Cap Growth Fund Class A (PSGAX) Research

The fund's primary objective is to generate substantial long-term capital growth. Ordinarily, it allocates a minimum of 80% of its portfolio to equity securities of smaller market capitalization firms. While pursuing enduring appreciation within the small-cap sector, it aims to exhibit a more conservative risk profile than the broader small-cap growth market. Investments are focused on a carefully chosen collection of small-cap enterprises, identified by the subadviser as possessing durable competitive advantages and available at compelling valuations.

Market snapshot

Symbol
PSGAX
Price
$14.62
Day change
+1.60%
Market cap
$1.0B
52-week range
13.76-29.21
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Champlain Small Company Fund Institutional Class (CIPNX)
  • MS Insight Fund Class A (CPOAX)
  • MS Insight Fund Class I (CPODX)
  • Virtus KAR Small-Cap Core Fund (PKSAX)
  • Virtus KAR Small-Cap Core Fund Class I (PKSFX)
  • Virtus KAR Small-Cap Growth Fund Class C (PSGCX)
  • Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund (PXSGX)
  • Templeton Developing Markets Trust Class C (TDMTX)

Open Virtus KAR Small-Cap Growth Fund Class A (PSGAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.