Virtus KAR Small-Cap Growth FundPXSGX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$825.6M
Expense ratio
1.12%
1-year return
-22.7%
3 years, a year
-6.8%
5 years, a year
-7.3%
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 Inc6.52%
TFIN Triumph Financial Inc6.23%
TTC The Toro Company5.98%
EPAC Enerpac Tool Group Corp5.66%
USPH US Physical Therapy Inc5.11%
ALH Alliance Laundry Holdings Inc5.01%
KNSL Kinsale Capital Group Inc4.92%
RYAN Ryan Specialty Holdings Inc4.75%
AAON Aaon Inc4.72%
GSHD Goosehead Insurance Inc4.68%

More on PXSGX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.