Virtus KAR Small-Cap Core Fund Class I
PKSFX
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
- Oct 18, 1996
- CIK
- 0001018593
- Website
- virtus.com
- Similar Companies
- Business
- Virtus KAR Small-Cap Core Fund (Class I: PKSFX) is a mutual fund that seeks attractive risk-adjusted long-term capital appreciation by investing primarily in the stocks of U.S. small-cap companies exhibiting durable competitive advantages, excellent management, lower financial risk, strong growth trajectories, consistent profitability, high returns on capital, and attractive valuations; it employs a disciplined, fundamental research-driven process favoring high-quality businesses with solid balance sheets, low earnings variability, robust free cash flow, and minimal debt needs. The Fund offers multiple share classes including Class A (PKSAX), Class C (PKSCX, to be discontinued for new purchases effective January 21, 2026), Class I (PKSFX), and Class R6 (VSCRX), with total net assets exceeding $1.7 billion as of December 2025 and a portfolio typically comprising 20-40 high-conviction holdings concentrated in industrials, financials, and consumer discretionary sectors. Managed by Kayne Anderson Rudnick Investment Management, LLC (KAR), an affiliate of Virtus Investment Partners, Inc., the Fund targets institutional and high-net-worth individual investors through intermediaries such as broker-dealers and financial advisors, with a minimum initial investment of $100,000 for Class I shares. Kayne Anderson Rudnick, founded in 1984 and headquartered in Los Angeles, California, serves as the investment adviser, leveraging a team of experienced portfolio managers including Jon Christensen (since 2008) and Todd Beiley (since 2009), who oversee the strategy as part of KAR's broader suite of quality-focused equity products spanning small-cap core, small-cap growth, emerging markets small-cap, and international small- and mid-cap strategies offered via mutual funds, separate accounts, UCITS, ETFs, and collective investment trusts. Recent developments include the Fund's closure to new investors to maintain capacity discipline amid strong institutional demand, recognition with a LSEG Lipper Fund Award for Best Fund over 3 years (R6 Shares) among Small-Cap Growth Funds as of March 2025 for performance through November 2024, and key leadership changes at KAR in October 2023 with Craig Stone promoted to Co-Chief Investment Officer, Todd Beiley to Head of Research, and Julie Biel to Chief Market Strategist ahead of the sitting CIO's planned retirement at end-2024.