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    Virtus Small-Cap Core C (PKSCX)

    22.35 Down 0.01(0.04%) Dec 24
    Prev Close:22.36
    YTD Return*:4.31%
    Net Assets*:378.44M
    Yield*:N/A

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PKSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    EXPO5.081.56
    FDS4.9928.55
    SIRO4.6625.04
    MKTX4.54-1.54
    ABAX4.5343.61

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:378.44M
    Category:Small Growth
    Annual Report Expense Ratio (net):2.14%

    Performance & Risk

    YTD Return:4.31%
    5y Avg Return:15.17%
    Rank in Category (ytd):17
    % Rank in Category (ytd):2.35%
    Beta (3y):0.84
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term capital appreciation, with dividend income a secondary consideration. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. Its subadviser considers small market capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell 2000® Index. The fund pursues long-term capital appreciation in the small market capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500® Index. View More
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