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Virtus Small-Cap Sustainable Growth Fund Class Institutional (PXSGX)

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+7.67% 3 years+16.58%
3 months+11.75% 5 years+16.51%
1 year+8.60% Since inception+7.49%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.51%+12.11%
Expense ratio1.33%1.37%
Risk 5 year sharpe ratio1.170.78
Net assets$147.4M$770.2M
Average market cap$1.8B$2.8B
Average P/E34.626.9
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureTodd Beiley / 7 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


U.S. stock88.58%
International stock5.14%
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
MKTX Marketaxess Holdings Inc5.84%
CHEF Chefs Warehouse Inc5.30%
NVEC NVE Corp5.26%
SIRO Sirona Dental Systems Inc4.91%
FNGN Financial Engines Inc4.55%
ELLI Ellie Mae Inc4.51%
AWAY HomeAway Inc4.10%
MORN Morningstar Inc4.01%
ABAX Abaxis Inc3.92%
SSTK Shutterstock Inc3.87%