Morningstar

Virtus KAR Small-Cap Growth I PXSGX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 36.39  /  +0.39 %
  • Total Assets 2.9 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100,000
  • 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 PXSGX

Will PXSGX 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 PXSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PXSGX 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 PXSGX’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 PXSGX

More PXSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.9
Top 10 Holdings
% Portfolio Weight
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