Virtus KAR Small-Cap Growth FundPSGAX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$825.6M
Expense ratio
1.39%
1-year return
-22.9%
3 years, a year
-37.5%
5 years, a year
-44.5%
Holdings
28
What it aims to do.
The fund has an investment objective of long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SFBS Servisfirst Bancshares Inc | 6.52% |
| TFIN Triumph Financial Inc | 6.23% |
| TTC The Toro Company | 5.98% |
| EPAC Enerpac Tool Group Corp | 5.66% |
| USPH US Physical Therapy Inc | 5.11% |
| ALH Alliance Laundry Holdings Inc | 5.01% |
| KNSL Kinsale Capital Group Inc | 4.92% |
| RYAN Ryan Specialty Holdings Inc | 4.75% |
| AAON Aaon Inc | 4.72% |
| GSHD Goosehead Insurance Inc | 4.68% |
More on PSGAX.
- PSGAX overview
- PSGAX holdings
- PSGAX risk
- PSGAX costs
- PSGAX money in and out
- PSGAX share classes
- Compare PSGAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.