PKSAX Mutual Fund

PKSAX Mutual Fund (Virtus KAR Small-Cap Core Fund A) is managed by Virtus Investment Partners with $189.6M 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 6.98%. The 1-year return is 4.35% and the 5-year return is 7.84%. PKSAX dividend yield stands at 14.70%, paid semi-annually.

PKSAX 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 PKSAX holdings, PKSAX sectors, or PKSAX dividends.

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