About PSVIX
Virtus NFJ Small-Cap Value Fund Institutional Class is a mutual fund specializing in small-cap value equities. Its primary objective is to achieve long-term capital growth and income by investing mainly in small-capitalization U.S. companies that exhibit characteristics of value, financial quality, and strong shareholder yield. The fund emphasizes a diversified approach across sectors, with notable allocations to financials, real estate, and industrials. The portfolio managers utilize a disciplined, fundamental research process, leveraging data analytics to identify companies with solid competitive positions and consistent financials, aiming to capitalize on undervalued market opportunities. With over 100 holdings, the fund’s investment universe typically encompasses firms with market capitalizations ranging from $100 million up to the largest constituents of the Russell 2000 Index. The fund is designed for institutional investors, offering a relatively low expense ratio within its category, and distributes dividends semi-annually. Overall, the Virtus NFJ Small-Cap Value Fund Institutional Class plays a key role for investors seeking exposure to small-cap U.S. companies at attractive valuations, emphasizing both growth potential and risk diversification within the small-cap value segment of the equity market.
Fund Family Virtus
Category Small Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PSVIX
Share Class Institutional
Index Russell 2000 Value TR
PSVIX had a total return of 17.53% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.74%.
