Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund (PXSGX) Research
Under normal circumstances, this fund typically allocates a minimum of 80% of its assets to equity securities of companies with smaller market capitalizations. Its primary objective is to achieve long-term growth of capital within the small-cap sector, while simultaneously aiming for a more conservative risk profile compared to its peers in the broader small-cap growth market. The fund's subadviser employs a highly selective investment strategy, hand-picking a limited number of small companies that it believes hold enduring competitive advantages and are available at what it considers attractive valuations.
Market snapshot
- Symbol
- PXSGX
- Price
- $16.04
- Day change
- +1.65%
- Market cap
- $1.0B
- 52-week range
- 15.08-31
- 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 KAR Small-Cap Growth Fund Class C (PSGCX)
- ClearBridge Mid Cap Fund Class I (SMBYX)
- Templeton Developing Markets Trust Class C (TDMTX)
Open Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund (PXSGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.