PKSFX Mutual Fund
PKSFX Mutual Fund
Virtus KAR Small-Cap Core Fund I

PKSFX Mutual Fund Overview
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 Unknown. Inception date: 1996-10-18.
PKSFX performance shows a YTD return of 7.29%. 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 SSD (6.4%), TTC (6.2%), WTS (5.9%), PRI (5.9%), GOLF (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.