Virtus Kar Small Cap Fund Quote
| PKSCX Fund | USD 37.09 0.30 0.82% |
PerformanceVery Weak
| Odds Of DistressLow
|
Virtus Kar is trading at 37.09 as of the 26th of February 2025; that is 0.82 percent increase since the beginning of the trading day. The fund's open price was 36.79. Virtus Kar has about a 21 % 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 27th of January 2025 and ending today, the 26th of February 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
Moving against VIRTUS Mutual Fund
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 December 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Small Cap [PKSCX] is traded in USA and was established 26th of February 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 0.82%, while the total return for the last 3 years was 13.16%.
Check Virtus Kar Probability Of Bankruptcy
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 | Industrials | |
| 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 | 0.7564 | |||
| Standard Deviation | 1.32 | |||
| Variance | 1.74 | |||
| Risk Adjusted Performance | (0.09) |
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories |