Virtus KAR Small-Cap Growth Fund A
PSGAX
NASDAQ15.48
USD
+0.15
- -
CIK
0001045018
ISIN
US92828N6278
CUSIP
92828N627
Return %
Stock
S&P500
1Y
-46.58
19.01
3Y
-50.72
65.48
5Y
-71.04
72.20
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Biography
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Greenfield MA 01301 Des Moines IA United States of America 50392
- IPO Date
- Jun 30, 2006
- CIK
- 0001045018
- Website
- principal.com
- Similar Companies
- Business
- Virtus KAR Small-Cap Growth Fund Class A (PSGAX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in the common stocks of small-cap growth companies exhibiting durable competitive advantages, excellent management teams, lower financial risk, and strong growth trajectories; it employs a disciplined, bottom-up investment process emphasizing high returns on capital, solid balance sheets, consistent profitability, high free cash flow, and attractive valuations. The fund maintains a high-conviction portfolio of 20-40 securities with a low-turnover approach, targeting U.S. small-cap growth companies (average weighted market cap of $5.29 billion as of September 30, 2025) across key sectors including financials (31.08%), information technology (22.64%), consumer discretionary (14.11%), and communication services (13.82%); top holdings as of the same date include Auto Trader Group PLC (7.41%), Morningstar Inc. (6.36%), Rightmove PLC (6.24%), ServisFirst Bancshares Inc. (6.16%), and AppFolio Inc. (6.11%). Share classes are available including Class A (PSGAX, with 5.50% front-end load and 1.38% net expense ratio), Class I (PXSGX), Class C (PSGCX), and Class R6 (VRSGX), with total net assets of approximately $1.12 billion and Class A assets of $209 million as of December 17, 2025; the fund is domiciled in the United States and available primarily to U.S. investors with a minimum initial investment of $2,500. Launched on June 28, 2006, the fund is managed by Virtus Investment Partners, Inc. (headquartered at 100 Pearl Street, 9th Floor, Hartford, Connecticut), with sub-advisory services provided by Kayne Anderson Rudnick Investment Management, LLC (KAR, founded in 1984 and based in Los Angeles, California), led by Portfolio Managers Todd Beiley, CFA (since April 14, 2008) and Jon Christensen, CFA (since February 25, 2009). In recent developments, the related Virtus KAR Small-Cap Core Fund (sharing the same management team) received a 2025 LSEG Lipper Fund Award for three-year performance through November 30, 2024 in the Small-Cap Growth category; Virtus KAR Small-Cap Growth maintained portfolio continuity in Q3 2025 with no new purchases and the sale of Holley Inc. (HLLY); and Virtus launched the Virtus KAR Mid-Cap ETF (KMID) in October 2024, expanding KAR-managed offerings into actively managed ETFs focused on 25-35 high-quality mid-cap stocks.