PKSCX Mutual Fund

PKSCX Mutual Fund (Virtus KAR Small-Cap Core Fund C) is managed by Virtus Investment Partners with $6.2M in net assets. PKSCX expense ratio is 1.99%, holding 27 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2002-08-30.

PKSCX performance shows a YTD return of 6.56%. The 1-year return is 3.61% and the 5-year return is 7.07%. PKSCX dividend yield stands at 21.08%, paid annually.

PKSCX top holdings include Simpson Manufacturing Co Inc (6.4%), The Toro Co. (6.2%), Watts Water Technologies Inc (5.9%), Primerica Inc (pri) (5.9%), Acushnet Holdings Corp (5.5%). Go to all PKSCX holdings, PKSCX sectors, or PKSCX dividends.

PKSCX can be compared against other funds. Use PKSCX overlap to find shared positions, or PKSCX vs another fund for a side-by-side view. PKSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.