About PXSGX
Virtus KAR Small-Cap Growth Fund Class I is a mutual fund specializing in the small-cap growth equity segment of the U.S. market. The fund’s primary objective is to generate attractive risk-adjusted long-term returns by investing in high-quality small-cap growth companies that exhibit durable competitive advantages, robust management, lower financial risk, and strong growth prospects. The portfolio focuses on select businesses that deliver above-average returns on capital, are efficiently managed, and display consistent growth and profitability.
Employing a disciplined, research-intensive approach, the fund typically maintains a concentrated portfolio of 20-40 holdings, seeking out companies with stable balance sheets, market dominance, and the ability to generate free cash flow. The strategy emphasizes lower earnings volatility and reduced reliance on external financing, aiming to limit downside risk during challenging market cycles.
Managed by Kayne Anderson Rudnick Investment Management, the fund is recognized for its high-conviction style and its preference for companies in early growth phases and innovative industries, helping it stand out in the small-cap growth category. The fund’s role in financial markets is to provide institutional and sophisticated investors exposure to potential growth from emerging businesses in the U.S. small-cap ecosystem.
Fund Family Virtus
Category Small Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PXSGX
Share Class Class I
Index Russell 2000 Growth TR
PXSGX had a total return of -8.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.95%.
