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PKSFX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Small Blend
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com

Details

Group
Domestic Stock Funds
Category
Small Blend
Total Expense Ratio
1.01
Min. Initial Investment
100000.00
Fund Existence
almost 29 years
Turnover
5.00
Front Load
N/A
Net Assets
2189034500.00
Manager Tenure
N/A

Fundamentals

PKSFX
Net Assets
2.19B
Fund Existence
almost 29 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
No
Fund Share Class Net Assets
1.42B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
28.00
Number of Net Holdings
28.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
49.57%
Gain YTD
1.001
Annual Yield % from dividends
0.20
Returns for 1 year
1.27
Returns for 3 years
33.80
Returns for 5 years
41.87
Returns for 10 years
137.74
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General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com