Virtus Kar Small Cap Fund Quote

PQSAX Fund  USD 24.18  0.46  1.87%   

Performance

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Weak
 
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Odds Of Distress

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Virtus Kar is trading at 24.18 as of the 30th of March 2025; that is 1.87% down since the beginning of the trading day. The fund's open price was 24.64. Virtus Kar has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 10th of April 2023 and ending today, the 30th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. Virtus Kar is traded on NASDAQ Exchange in the United States. More on Virtus Kar Small Cap

Moving together with Virtus Mutual Fund

  0.72SAGAX Ridgeworth InnovativePairCorr

Moving against Virtus Mutual Fund

  0.43SAMFX Ridgeworth Seix TotalPairCorr
  0.42SAMZX Ridgeworth Seix TotalPairCorr
  0.42HIEMX Virtus Emerging MarketsPairCorr
  0.37SSAGX Virtus Seix GovernmentPairCorr
  0.36SAVAX Virtus Bond FundPairCorr
  0.35SAVYX Virtus Bond FundPairCorr

Virtus Mutual Fund Highlights

Fund ConcentrationVirtus Funds, Large Funds, Small Growth Funds, Small Growth, Virtus (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date8th of May 2023
Fiscal Year EndSeptember
Virtus Kar Small Cap [PQSAX] is traded in USA and was established 30th of March 2025. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Virtus family. This fund at this time has accumulated 782.55 M in assets with no minimum investment requirementsVirtus Kar Small is currently producing year-to-date (YTD) return of 0.87% with the current yeild of 0.0%, while the total return for the last 3 years was 2.34%.
Check Virtus Kar Probability Of Bankruptcy

Instrument Allocation

Top Virtus Kar Small Cap Mutual Fund Constituents

ANIKAnika TherapeuticsStockHealth Care
JKHYJack Henry AssociatesStockFinancials
BMIBadger MeterStockInformation Technology
CNKCinemark HoldingsStockCommunication Services
WSOWatsco IncStockIndustrials
WDFCWD 40 CompanyStockConsumer Staples
THOThor IndustriesStockConsumer Discretionary
SMGScotts Miracle GroStockMaterials
More Details

Virtus Kar Small Risk Profiles

Virtus Kar Against Markets

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.
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