Virtus KAR Small-Cap Growth Fund Class C (PSGCX) Research

The primary objective of this investment vehicle is to deliver significant long-term capital appreciation. Under typical market conditions, it allocates at least 80% of its assets to equity securities of companies with small market capitalizations. The fund actively seeks to generate extended-term gains within the small-cap segment, while simultaneously endeavoring to assume less risk compared to the broader small-cap growth market. Its strategy involves investing in a carefully curated selection of smaller businesses that the subadviser identifies as possessing sustainable competitive advantages, acquired at valuations deemed appealing.

Market snapshot

Symbol
PSGCX
Price
$9.27
Day change
+1.53%
Market cap
$1.0B
P/E ratio
-9.17x
52-week range
8.74-22.31
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Champlain Small Company Fund Institutional Class (CIPNX)
  • Goldman Sachs Mid Cap Value Fund Class A (GCMAX)
  • Virtus KAR Small-Cap Core Fund (PKSAX)
  • Virtus KAR Small-Cap Core Fund Class I (PKSFX)
  • Virtus KAR Small-Cap Growth Fund Class A (PSGAX)
  • Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund (PXSGX)
  • ClearBridge Mid Cap Fund Class I (SMBYX)
  • Templeton Developing Markets Trust Class C (TDMTX)

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