PKSAX Mutual Fund (Virtus KAR Small-Cap Core Fund A) is managed by Virtus Investment Partners with $184.7M in net assets. PKSAX expense ratio is 1.29%, holding 27 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2002-08-30.

PKSAX performance shows a YTD return of 9.29%. The 1-year return is 23.93% and the 5-year return is 11.62%. PKSAX dividend yield stands at 14.25%, paid semi-annually.

PKSAX top holdings include Simpson Manufacturing Co Inc (6.4%), The Toro Co. (6.2%), Watts Water Technologies, Cl. A (5.9%), Primerica Inc (pri) (5.9%), Acushnet Holdings Corp (5.5%). View all PKSAX holdings, sector breakdown, or dividend history.

PKSAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PKSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.