Morningstar

Virtus KAR Small-Cap Growth C PSGCX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 27.32  /  +0.37 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.080%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis PSGCX

Will PSGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A high-quality small-cap option.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Two skilled managers and a consistent, quality-oriented process make Virtus KAR Small-Cap Growth a great option.

by Tony Thorn
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PSGCX

More PSGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ryan Specialty Holdings Inc Class A

9.43 267.0 Mil
Financial Services

Morningstar Inc

7.86 222.4 Mil
Financial Services

AAON Inc

7.75 219.5 Mil
Industrials

Auto Trader Group PLC

6.87 194.4 Mil
Communication Services

Rightmove PLC

5.27 149.1 Mil
Communication Services

Triumph Financial Inc

4.95 140.2 Mil
Financial Services

Ncino Inc Ordinary Shares

4.87 137.9 Mil
Technology

Servisfirst Bancshares Inc

4.56 129.2 Mil
Financial Services

Enerpac Tool Group Corp Class A

4.24 120.0 Mil
Industrials

Fox Factory Holding Corp

4.10 116.0 Mil
Consumer Cyclical

Sponsor Center