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PKSCX
Mutual Fund ticker: NASDAQ
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Virtus KAR Small-Cap Core C (PKSCX) Ownership - Who owns Virtus KAR Small-Cap Core C?

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
1.99
Min. Initial Investment
2500.00
Fund Existence
almost 23 years
Turnover
5.00
Front Load
N/A
Net Assets
2164085000.00
Manager Tenure
N/A

Fundamentals

PKSCX
Net Assets
2.16B
Fund Existence
almost 23 years
Turnover
5.00
Total Expense Ratio
1.99
Front Load
N/A
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
1.99
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
30.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.75
Modified Duration
N/A
No Load Fund
No
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
-0.399
Annual Yield % from dividends
0.00
Returns for 1 year
1.30
Returns for 3 years
16.86
Returns for 5 years
12.92
Returns for 10 years
82.11
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category SmallBlend

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