PXSGX : Virtus KAR Small-Cap Growth Fund Class I

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

PXSGX

Virtus KAR Small-Cap Growth Fund Class I

FI Score

56 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

56% FI Score
  • pxsgx
  • Mutual Fund
  • US Stocks
  • Small Growth

Virtus KAR Small-Cap Growth Fund Class I

Expenses: 1.11% (Better than 1% of similar funds)

This is an OK 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 capitalization market while seeking to incur less risk than the small capitalization growth 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.

Largest Holdings

Amount Holding
7.47% Auto Trader Group PLC
7.45% Autohome Inc ADR
6.82% Old Dominion Freight Lines Inc
5.77% Rightmove PLC
5.47% Paycom Software Inc
5.28% Ollie's Bargain Outlet Holdings Inc
4.83% MarketAxess Holdings Inc
4.61% AAON Inc
4.21% Aspen Technology Inc
3.99% Morningstar Inc
3.92% BlackLine Inc
3.86% Interactive Brokers Group Inc
3.83% Fox Factory Holding Corp
3.60% FactSet Research Systems Inc
3.37% Avalara Inc
3.25% DocuSign Inc
2.99% Grocery Outlet Holding Corp
2.77% Heico Corp Class A
2.56% National Research Corp Class A
2.02% Ansys Inc
1.93% US Physical Therapy Inc
1.83% Omega Flex Inc
1.28% Goosehead Insurance Inc Class A
1.08% Pricesmart Inc
0.67% The Chefs' Warehouse Inc

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