PQSAX Mutual Fund

PQSAX Mutual Fund (Virtus KAR Small-Cap Value Fund A) is managed by Virtus Investment Partners with $80.9M in net assets. PQSAX expense ratio is 1.22%, holding 29 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2006-06-28.

PQSAX performance shows a YTD return of 8.20%. The 1-year return is 4.66% and the 5-year return is 1.11%. PQSAX dividend yield stands at 5.19%, paid semi-annually.

PQSAX top holdings include Rbc Bearings Inc (6.6%), Construction Partners Inc (5.8%), Cheesecake Factory Inc/the (5.3%), Watsco Inc (4.6%), Primerica Inc (pri) (4.5%). Go to all PQSAX holdings, PQSAX sectors, or PQSAX dividends.

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