PXQSX : Virtus KAR Small-Cap Value Fund Class I

PXQSX is a US Stocks Market Small Growth with MODERATE fees.

PXQSX

Virtus KAR Small-Cap Value Fund Class I

FI Score

47 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

47% FI Score
  • pxqsx
  • Mutual Fund
  • US Stocks
  • Small Growth

Virtus KAR Small-Cap Value Fund Class I

Expenses: 1.01% (Better than 1% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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 market capitalization sector while seeking to incur less risk than the small capitalization value market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to be undervalued relative to their future growth potential.

Largest Holdings

Amount Holding
7.83% The Scotts Miracle Gro Co A
6.64% SiteOne Landscape Supply Inc
5.31% Houlihan Lokey Inc Class A
5.08% MGM Growth Properties LLC A
4.63% Watsco Inc
4.35% Graco Inc
4.28% Brooks Automation Inc
4.25% RLI Corp
4.08% WD-40 Co
3.97% Primerica Inc
3.78% National Beverage Corp
3.65% Thor Industries Inc
3.61% Landstar System Inc
3.49% RBC Bearings Inc
3.42% First Financial Bankshares Inc
3.09% CoreLogic Inc
3.07% Bank of Hawaii Corp
3.07% Jack Henry & Associates Inc
2.78% Badger Meter Inc
2.55% Cheesecake Factory Inc
2.20% Albany International Corp
2.02% Lincoln Electric Holdings Inc
1.96% American Software Inc Class A
1.84% Anika Therapeutics Inc
1.44% UniFirst Corp

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