PKSCX Mutual Fund

PKSCX Mutual Fund (Virtus KAR Small-Cap Core Fund C) is managed by Virtus Investment Partners with $5.9M 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 Watts Water Technologies Inc (7.4%), Simpson Manufacturing Co Inc (7.2%), Acushnet Holdings Corp (6.3%), Primerica Inc (pri) (6.0%), The Toro Co. (5.9%). 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.