About PXQSX
The Virtus KAR Small-Cap Value Fund Class I is a mutual fund that focuses on investing in U.S. small-cap value companies. Its primary objective is to generate attractive, risk-adjusted long-term returns by targeting businesses with durable competitive advantages, strong management, lower financial risk, and robust growth prospects. The fund distinguishes itself through a disciplined investment process, emphasizing companies that offer above-average returns on capital and are trading at compelling valuations. Kayne Anderson Rudnick Investment Management, LLC, the fund’s subadviser, employs rigorous fundamental research to select high-quality businesses featuring solid balance sheets, consistent profitability, and market-leading business models. The portfolio is typically concentrated in 20–35 holdings, reflecting a high-conviction, long-term, and low-turnover approach. By prioritizing firms with less business risk—characterized by stable earnings, high returns on capital, and strong free cash flow—the fund aims to reduce volatility and protect capital during challenging market environments. Overall, the Virtus KAR Small-Cap Value Fund Class I plays a specialized role in the market by providing diversified exposure to high-quality U.S. small-cap value stocks through a quality-driven investment philosophy.
Fund Family Virtus
Category Small Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PXQSX
Share Class Class I
Index Russell 2000 Value TR
PXQSX had a total return of 15.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.49%.
