PKSFX Mutual Fund (Virtus KAR Small-Cap Core Fund I) is managed by Virtus Investment Partners with $1.14B in net assets. PKSFX expense ratio is 1.00%, holding 27 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1996-10-18.

PKSFX performance shows a YTD return of 9.42%. The 1-year return is 23.02% and the 5-year return is 11.69%. PKSFX dividend yield stands at 12.94%, paid semi-annually.

PKSFX 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 PKSFX holdings, sector breakdown, or dividend history.

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