About PSGAX
Virtus KAR Small-Cap Growth Fund Class A is a mutual fund designed to achieve long-term capital appreciation by investing primarily in U.S. small-cap growth companies. Managed by Kayne Anderson Rudnick Investment Management, the fund follows a disciplined investment approach, targeting businesses with durable competitive advantages, strong management, financial stability, and robust growth potential. The portfolio typically consists of 20 to 40 high-conviction holdings, focusing on companies that demonstrate above-average returns on capital and are trading at attractive valuations. Notable sectors represented in the fund include financial services, information technology, consumer discretionary, industrials, and communication services. Emphasizing lower volatility, the fund prioritizes businesses with consistent profitability, high free cash flow, and low reliance on external financing, aiming to mitigate risk relative to its peers in the small growth category. By concentrating on quality and maintaining a low-turnover strategy, Virtus KAR Small-Cap Growth Fund Class A plays a significant role in portfolios seeking targeted exposure to the growth potential of U.S. small-cap equities while attempting to limit downside risk through rigorous fundamental analysis.
Fund Family Virtus
Category Small Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PSGAX
Share Class Class A
Index Russell 2000 Growth TR
PSGAX had a total return of -9.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.20%.
