About PQSAX
Virtus KAR Small-Cap Value Fund Class A is an actively managed mutual fund focused on identifying and investing in U.S. small-cap value companies. Its primary objective is to deliver attractive risk-adjusted, long-term returns by targeting businesses with durable competitive advantages, sound management, lower financial risk, and robust growth potential. The fund takes a disciplined approach, seeking out high-quality companies that demonstrate above-average returns on capital and are trading at appealing valuations.
Virtus KAR Small-Cap Value Fund Class A typically maintains a concentrated portfolio—comprising roughly 20 to 35 holdings—favoring a high-conviction, low-turnover strategy designed to realize the full potential of each investment. It emphasizes companies with solid balance sheets, consistent profitability, strong free cash flow, and a low reliance on external financing, aiming for reduced volatility and resilient performance across market cycles.
By focusing on small-cap enterprises within diverse sectors, the fund contributes to the broader small-cap value segment, offering exposure to dynamic businesses that may not be as widely covered as larger firms. Its role in the financial market is to provide investors access to quality-driven, small-cap value opportunities managed through disciplined research and a long-term perspective.
Fund Family Virtus
Category Small Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PQSAX
Share Class Class A
Index Russell 2000 Value TR
PQSAX had a total return of -0.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.81%.
