Virtus Kar Mutual Fund Money Managers
PKSFX Fund | USD 62.85 0.79 1.27% |
Break down of Virtus Kar's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Virtus Kar's future under-performance.
Virtus |
Symbol | PKSFX |
Name | Virtus Kar Small Cap |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Virtus Kar Small Cap Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Virtus Kar Net Asset Comparison
Virtus Kar Small Cap is regarded third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Growth category is currently estimated at about 11.56 Billion. Virtus Kar retains roughly 1.79 Billion in net asset claiming about 15% of funds under Mid-Cap Growth category.
Virtus Kar Small Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Virtus Kar Small Price Series Summation is a cross summation of Virtus Kar price series and its benchmark/peer.
About Virtus Kar Management Performance
The success or failure of an entity such as Virtus Kar Small often depends on how effective the management is. Virtus Kar management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Virtus management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Virtus management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the funds subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Virtus Kar Small Annual Yield
In accordance with the recently published financial statements, Virtus Kar Small Cap has an Annual Yield of 0.0045%. This is 77.5% lower than that of the Virtus family and significantly higher than that of the Mid-Cap Growth category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |