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Virtus KAR Small-Cap Core Fund

PKSAX:US
NASDAQ GM
27.87
USD
0.19
0.69%
As of 9:29 AM EDT 9/22/2017
Fund Type
Open-End Fund
52Wk Range
20.28 - 27.87
1 Yr Return
29.63%
YTD Return
21.61%
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Previous Close
27.68
52Wk Range
20.28 - 27.87
1 Yr Return
28.35%
YTD Return
21.61%
Fund Type
Open-End Fund
Objective
Blend Small Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 09/22/2017)
27.87
Total Assets (m USD) (on 09/22/2017)
641.410
Inception Date
08/30/2002
Last Dividend (on 06/22/2017)
0.013
Dividend Indicated Gross Yield
-
Fund Managers
TODD BEILEY / JON K CHRISTENSEN
Front Load Fee
5.75%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.75%
Expense Ratio
1.37%

Top Fund Holdings

Name Position Value % of Fund
842.21 k 38.20 m 7.17
457.80 k 28.63 m 5.38
351.10 k 26.60 m 4.99
199.25 k 25.41 m 4.77
798.30 k 25.38 m 4.77
185.60 k 23.69 m 4.45
243.53 k 23.19 m 4.36
22.68 m 22.68 m 4.26
390.40 k 20.70 m 3.89
569.84 k 20.29 m 3.81
Profile
Virtus KAR Small-Cap Core Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital appreciation, with dividend income as a secondary consideration by investing in common stocks of small- and mid-capitalization companies within the range of those included on the Russell 2000 while using a blend strategy.
Address
Virtus Investment Partners Inc
100 Pearl Street
Hartford, CT 06103
Phone
1-800-243-4361