Virtus KAR Small-Cap Core Fund
PKSAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 101 Munson Street Greenfield MA United States of America 01301
- IPO Date
- Aug 30, 2002
- CIK
- 0001018593
- Website
- virtus.com
- Similar Companies
- Business
- Virtus KAR Small-Cap Core Fund (PKSAX) is an open-end mutual fund managed by Virtus Investment Partners, Inc., focusing on long-term capital appreciation through investments primarily in small-cap U.S. equities. The fund employs a core investment strategy that blends growth and value styles, selecting securities from companies with market capitalizations typically under $6 billion; it maintains a diversified portfolio across sectors such as financials, industrials, information technology, consumer discretionary, and health care, utilizing fundamental analysis to identify firms with attractive valuations, improving fundamentals, and sustainable competitive advantages. PKSAX offers daily liquidity, professional portfolio management by the Kayne Anderson Rudnick Investment Management team, and access to small-cap opportunities for individual and institutional investors seeking exposure to domestic small-cap stocks with a risk-adjusted return profile. Headquartered in Hartford, Connecticut, Virtus Investment Partners, the fund's sponsor, was founded in 1995 and oversees approximately $50 billion in assets under management across a range of equity, fixed income, and alternative strategies; the firm operates primarily in the United States with distribution through financial advisors, broker-dealers, and retirement platforms. The fund targets long-term investors including high-net-worth individuals, retirement plans, and endowments, emphasizing small-cap core as part of broader diversified portfolios. In recent developments, the Virtus KAR Small-Cap Core Fund maintained its strategy amid market volatility in 2024-2025, with portfolio managers adjusting holdings to capitalize on small-cap recovery post-Federal Reserve rate cuts; no major acquisitions, partnerships, or structural changes were announced for the fund itself, though parent Virtus Investment Partners completed the strategic acquisition of multiple boutique asset managers in 2023-2024 to bolster its small- and mid-cap equity capabilities, enhancing distribution and research resources available to PKSAX.