PSGAX Mutual Fund

PSGAX Mutual Fund (Virtus KAR Small-Cap Growth Fund A) is managed by Virtus Investment Partners with $155.2M in net assets. PSGAX expense ratio is 1.39%, holding 28 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-06-28.

PSGAX performance shows a YTD return of -1.65%. The 1-year return is -14.40% and the 5-year return is -7.22%. PSGAX dividend yield stands at 53.40%, paid annually.

PSGAX top holdings include Servisfirst Bancshares (7.2%), Aaon, Inc. (6.7%), Triumph Bancorp Inc (6.4%), Alliance Laundry Holdings Inc. (6.0%), Toro Co/the (5.7%). Go to all PSGAX holdings, PSGAX sectors, or PSGAX dividends.

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