Virtus KAR Small-Cap Growth Fund Class C
PSGCX
NASDAQ- -
USD
- -
- -
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.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 101 Munson St Greenfield MA United States of America 01301
- IPO Date
- Jun 30, 2006
- CIK
- 0001045018
- Website
- virtus.com
- Similar Companies
- Business
- Virtus KAR Small-Cap Growth Fund Class C (PSGCX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of small-capitalization growth companies exhibiting durable competitive advantages, strong management teams, lower financial risk profiles, and robust growth potential; it employs a disciplined, fundamental research-driven process to select high-quality businesses with above-average returns on capital trading at attractive valuations. The fund maintains a high-conviction portfolio of 20-40 holdings, emphasizing lower volatility through criteria such as consistent profitability, high free cash flow generation, reduced earnings variability, and minimal reliance on external financing; key sector allocations include financial services (approximately 31%), information technology (22-23%), communication services (14%), consumer discretionary, and industrials, with a geographic focus on the United States (over 85% of assets) and select non-U.S. exposure including the United Kingdom. Launched on June 28, 2006, and domiciled in the United States, the fund is managed by portfolio managers Todd Beiley, CFA (since 2008) and Jon Christensen, CFA (since 2009) of subadviser Kayne Anderson Rudnick Investment Management, LLC (founded 1984), with Virtus Investment Advisers, Inc. serving as the adviser; it is part of the Virtus Opportunities Trust series and offers multiple share classes including A (PSGAX), I (PXSGX), and C (PSGCX), with total net assets exceeding $1.1 billion as of December 2025 and headquarters operations aligned with Virtus in Hartford, Connecticut. Recent portfolio adjustments in Q3 2025 included the complete sale of Holley Inc. due to concerns over its acquisition integration and performance risks, with no new positions added, reflecting the managers' disciplined approach to maintaining quality amid market volatility. In 2025, the related Virtus KAR Small-Cap Core Fund (a distinct but affiliated strategy) received the LSEG Lipper Fund Award for three-year performance in the Small-Cap Growth category through November 2024, underscoring the strength of Kayne Anderson Rudnick's small-cap expertise, while Class C shares (PSGCX) continue to trade actively on NASDAQ but face discontinuation for new purchases after January 21, 2026, as part of ongoing share class optimization.