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

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances- the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small-cap market. The fund invests in a select group of small market capitalization growth companies believed by the fund's subadviser to be undervalued relative to their future growth potential.


1 month+1.52% 3 years+22.98%
3 months+5.01% 5 years+20.94%
1 year+43.07% Since inception+11.49%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+20.94%+11.88%
Expense ratio1.48%1.27%
Risk 5 year sharpe ratio1.440.87
Net assets$2.5B$1.1B
Average market cap$4.2B$3.4B
Average P/E32.926.7
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureTodd Beiley / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$100.00


U.S. stock73.36%
International stock16.68%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 20.00%
Financial service 15.13%
Healthcare 15.03%
Consumer service 13.36%
Industrial materials 10.29%
Top 10 Holdings
Portfolio weighting
ATHM Autohome Inc8.29%
FOXF Fox Factory Holding Corp5.89%
IBKR Interactive Brokers Group Inc4.86%
ODFL Old Dominion Freight Line Inc4.70%
OLLI Ollie's Bargain Outlet Holdings Inc4.53%
CPRT Copart Inc4.42%
MELI MercadoLibre Inc4.31%
HEIA Heico Corp4.23%
AZPN Aspen Technology Inc4.21%
-- 4.08%