Virtus KAR Small-Cap Core Fund Class I (PKSFX)
Virtus KAR Small-Cap Core Fund Class I operates in the Asset Management industry of the Financial Services sector, headquartered in Greenfield, MA, US. The stock last traded at $49.13, up 0.78% on the session, giving a market capitalisation of $1.73B. Its beta of 0.88 implies it has historically moved less than the broad market.
Typically, the fund allocates at least 80% of its total assets to common equity shares of companies with small market capitalizations. Its primary goal is to achieve long-term capital growth within the small-cap segment, while concurrently striving for a risk level that is below that of the broader small-capitalization market. The subadviser meticulously selects a concentrated portfolio of small-cap companies, targeting those it assesses as possessing durable competitive strengths and available at what it considers favorable valuations.
Virtus KAR Small-Cap Core Fund Class I is most often compared with the following Financial Services names: