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Virtus KAR Small-Cap Growth Fund Class I (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+6.91% 3 years+23.13%
3 months+13.15% 5 years+20.89%
1 year+44.41% Since inception+11.17%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+20.89%+13.96%
Expense ratio1.25%1.28%
Risk 5 year sharpe ratio1.541.01
Net assets$1.8B$1.0B
Average market cap$3.6B$3.8B
Average P/E31.528.5
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyVirtus
Fund manager & tenureTodd Beiley / 9 Years
Minimal initial investment$100,000.00
Minimum IRA investment--


U.S. stock75.09%
International stock12.19%
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 Inc8.36%
FOXF Fox Factory Holding Corp7.14%
OLLI Ollie's Bargain Outlet Holdings Inc6.82%
IBKR Interactive Brokers Group Inc4.81%
ODFL Old Dominion Freight Line Inc4.72%
HEIA Heico Corp4.54%
NRCIA National Research Corp3.92%
MELI MercadoLibre Inc3.84%
AZPN Aspen Technology Inc3.71%
CPRT Copart Inc3.59%