Virtus KAR Small-Cap Core FundPKSCX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.8B
Expense ratio
1.99%
1-year return
+0.1%
3 years, a year
+2.2%
5 years, a year
-1.4%
12-month yield
22.41%
Holdings
27
What it aims to do.
The fund has an investment objective of long-term capital appreciation, with dividend income a secondary consideration.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SSD Simpson Manufacturing Co Inc. | 6.41% |
| TTC The Toro Company | 6.16% |
| WTS Watts Water Technologies Inc. | 5.94% |
| PRI Primerica, Inc. | 5.93% |
| GOLF Acushnet Holdings Corp | 5.52% |
| FCN FTI Consulting, Inc. | 5.24% |
| RBC RBC Bearings Inc | 5.18% |
| LSTR Landstar System Inc. | 4.21% |
| IBP Installed Building Products Inc | 4.12% |
| JKHY Henry Jack & Associates Inc. | 3.80% |
More on PKSCX.
- PKSCX overview
- PKSCX holdings
- PKSCX risk
- PKSCX costs
- PKSCX money in and out
- PKSCX share classes
- Compare PKSCX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.