Virtus KAR Small-Cap Growth Fund Class C

Frequently Asked Questions About PSGCX

What does PSGCX invest in?

The primary objective of this investment vehicle is to deliver significant long-term capital appreciation. Under typical market conditions, it allocates at least 80% of its assets to equity securities of companies with small market capitalizations. The fund actively seeks to generate extended-term gains within the small-cap segment, while simultaneously endeavoring to assume less risk compared to the broader small-cap growth market. Its strategy involves investing in a carefully curated selection of smaller businesses that the subadviser identifies as possessing sustainable competitive advantages, acquired at valuations deemed appealing.

What is the expense ratio of PSGCX?

Virtus KAR Small-Cap Growth Fund Class C (PSGCX) charges an expense ratio of 2.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is PSGCX?

Virtus KAR Small-Cap Growth Fund Class C (PSGCX) manages $1.04B 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 PSGCX actively managed or an index fund?

PSGCX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was PSGCX launched?

Virtus KAR Small-Cap Growth Fund Class C (PSGCX) launched in June 2006 and is managed by the fund issuer.

How has PSGCX performed?

PSGCX'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.