Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Virtus Small-Cap Sustainable Growth Fund Class C (PSGCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
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 to be undervalued relative to their future growth potential.


1 month+5.45% 3 years+13.21%
3 months+8.68% 5 years+14.19%
1 year+37.68% Since inception+8.24%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.19%+12.33%
Expense ratio2.29%1.32%
Risk 5 year sharpe ratio1.060.82
Net assets$609.0M$877.7M
Average market cap$1.9B$3.2B
Average P/E26.729.4
Portfolio turnover27%27%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureTodd Beiley / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$100.00


U.S. stock82.65%
International stock7.02%
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
SSTK Shutterstock Inc8.51%
AZPN Aspen Technology Inc5.43%
FOXF Fox Factory Holding Corp5.26%
OLLI Ollie's Bargain Outlet Holdings Inc5.18%
ABAX Abaxis Inc4.51%
ATHM Autohome Inc4.39%
ODFL Old Dominion Freight Line Inc4.32%
NVEC NVE Corp4.10%
HEIA Heico Corp3.90%
CPRT Copart Inc3.73%