Virtus Kar is trading at 28.71 as of the 22nd of November 2024; that is 1.45 percent increase since the beginning of the trading day. The fund's open price was 28.3. Virtus Kar has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Virtus Kar Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. 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. It pursues long-term capital appreciation in the small market capitalization sector while seeking to incur less risk than the small capitalization value market. More on Virtus Kar Small Cap
Virtus Kar Small Cap [PXQSX] is traded in USA and was established 22nd of November 2024. 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 minimum initial investment of 100 K. Virtus Kar Small is currently producing year-to-date (YTD) return of 15.87% with the current yeild of 0.01%, while the total return for the last 3 years was 0.87%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.