Virtus Small-Cap Core A (PKSAX)
24.38 0.24(0.99%) Dec 6
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.37%|
Performance & Risk
|5y Avg Return:||20.06%|
|Rank in Category (ytd):||97|
|% Rank in Category (ytd):||13.59%|
|Morningstar Risk Rating:||1|
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 2000Â® 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 500Â® Index. View More