PKSAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Virtus KAR Small-Cap Core A (PKSAX) Ownership - Who owns Virtus KAR Small-Cap Core A?

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

PKSAX

Net Assets

2.09B

Fund Existence

over 22 years

Turnover

5.00

Total Expense Ratio

1.27

Front Load

5.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Small Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.27

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

177M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

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

-5.588

Annual Yield % from dividends

0.06

Returns for 1 year

-4.70

Returns for 3 years

18.89

Returns for 5 years

64.00

Returns for 10 years

92.81

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General Information

Category SmallBlend

Profile

Fundamentals

Details