PKSFX Mutual Fund

PKSFX Mutual Fund (Virtus KAR Small-Cap Core Fund I) is managed by Virtus Investment Partners with $1.13B 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 7.13%. The 1-year return is 4.62% and the 5-year return is 8.13%. PKSFX dividend yield stands at 13.35%, paid semi-annually.

PKSFX 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 PKSFX holdings, PKSFX sectors, or PKSFX dividends.

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