- What does PKSAX invest in?
- Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.
- What is the expense ratio of PKSAX?
- Virtus KAR Small-Cap Core Fund A (PKSAX) charges an expense ratio of 1.29%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PKSAX?
- Virtus KAR Small-Cap Core Fund A (PKSAX) manages $1.83B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PKSAX actively managed or an index fund?
- PKSAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PKSAX launched?
- Virtus KAR Small-Cap Core Fund A (PKSAX) launched in August 2002 and is managed by the fund issuer.
- How has PKSAX performed?
- PKSAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
