Virtus KAR Small-Cap Core Fund Class C
PKSCX
NASDAQ- -
USD
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- -
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 Class C (PKSCX) is a mutual fund that seeks long-term capital appreciation, with dividend income as a secondary consideration, by investing at least 80% of its assets in common stocks of small market capitalization U.S. companies exhibiting durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories; it employs a disciplined, fundamental research process to select 20-40 high-conviction holdings characterized by above-average returns on capital, solid balance sheets, consistent profitability, high free cash flow, and attractive valuations, targeting small-blend style exposure within the Russell 2000 market cap range. The fund offers multiple share classes including A (PKSAX), C (PKSCX), I (PKSFX), and R6 (VSCRX), with assets under management for Class C at approximately $180 million and total fund AUM of nearly $2 billion as of December 2025; it benchmarks against the Russell 2000 Index and FT Wilshire 5000 Index, maintaining sector allocations emphasizing industrials (45%), financials (28%), and consumer discretionary (11%), with top holdings such as Primerica Inc., Simpson Manufacturing Co Inc., and Watts Water Technologies Inc. Launched on August 30, 2002 as part of Virtus Equity Trust, the fund is subadvised by Kayne Anderson Rudnick Investment Management, LLC (KAR), founded in 1984 and based in Los Angeles, California, with Virtus Investment Partners, Inc. serving as the adviser and maintaining headquarters in Hartford, Connecticut; it primarily serves institutional and retail investors seeking risk-adjusted small-cap exposure across the United States. In recent developments, the fund received the 2025 LSEG Lipper Fund Award for best three-year performance among Small-Cap Growth Funds (R6 shares) on March 13, 2025, recognizing consistent risk-adjusted returns through November 30, 2024; it is closed to new investors, and effective January 21, 2026, Class C shares will no longer be available for purchase by new or existing shareholders per prospectus supplement. Portfolio managers Todd Beiley, CFA (since 2009) and Jon Christensen, CFA (since 2008), both of KAR, continue to oversee the strategy amid a focus on lower-volatility, high-quality small-cap equities.