Virtus Kar Small Cap Fund Quote
| PKSAX Fund | USD 49.40 0.27 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Virtus Kar is trading at 49.40 as of the 21st of March 2025; that is 0.54% down since the beginning of the trading day. The fund's open price was 49.67. Virtus Kar has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. More on Virtus Kar Small Cap
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Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Small Blend Funds, Small Blend, Virtus, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Small Cap [PKSAX] is traded in USA and was established 21st of March 2025. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Virtus family. This fund at this time has accumulated 1.79 B in assets with no minimum investment requirementsVirtus Kar Small is currently producing year-to-date (YTD) return of 0.92% with the current yeild of 0.0%, while the total return for the last 3 years was 13.07%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Small Cap Mutual Fund Constituents
| ATHM | Autohome | Stock | Communication Services | |
| TTC | Toro Co | Stock | Industrials | |
| TDY | Teledyne Technologies Incorporated | Stock | Information Technology | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| PRI | Primerica | Stock | Financials | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| ODFL | Old Dominion Freight | Stock | Industrials | |
| MKTX | MarketAxess Holdings | Stock | Financials |
Virtus Kar Small Risk Profiles
| Mean Deviation | 0.8411 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 | |||
| Risk Adjusted Performance | (0.16) |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
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