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PKSFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Virtus KAR Small-Cap Core I (PKSFX) Ownership - Who owns Virtus KAR Small-Cap Core I?

The investment seeks long-term capital appreciation, with dividend income a secondary consideration... Show more

Category: #Small Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PKSFX

Net Assets

2.18B

Fund Existence

over 28 years

Turnover

5.00

Total Expense Ratio

1.01

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.01

Assets in Top Ten Holdings

1.04B

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.42B

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

29.00

Number of Net Holdings

29.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

50.89%

Gain YTD

0.702

Annual Yield % from dividends

0.20

Returns for 1 year

7.83

Returns for 3 years

38.41

Returns for 5 years

46.89

Returns for 10 years

135.70

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General Information

Category SmallBlend

Profile

Fundamentals

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