About PKSAX
Virtus KAR Small-Cap Core Fund Class A is a mutual fund focused on delivering long-term capital appreciation by investing primarily in U.S. small-cap companies. Its core strategy targets businesses featuring durable competitive advantages, strong management teams, lower-than-average financial risk, and robust growth trajectories. The fund seeks to stand out by emphasizing high-quality investments, with a disciplined process that identifies companies demonstrating consistent profitability, high returns on capital, and attractive valuations. Portfolio construction is concentrated, typically holding 20 to 40 securities, which reflects a high-conviction approach.
Notably, the fund maintains significant exposure to the industrials and financial sectors, with meaningful allocations also in healthcare, consumer discretionary, information technology, communication services, and materials. By focusing on companies with resilient business models and less earnings variability, the fund aims to offer lower volatility relative to the broader small-cap segment. Managed by Virtus Investment Advisers with Kayne Anderson Rudnick as subadviser, this fund has established a reputation for quality-driven, research-intensive small-cap investing, playing a meaningful role for investors seeking diversified access to the growth and innovation characteristics prevalent in U.S. small-cap equities.
Fund Family Virtus
Category Small Blend
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol PKSAX
Share Class Class A
Index Russell 2000 TR
PKSAX had a total return of -1.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.68%.
