Canada markets open in 8 hours 18 minutes

Virtus KAR Small-Cap Growth C (PSGCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.15-0.15 (-0.62%)
At close: 08:00PM EDT

Virtus KAR Small-Cap Growth C

Greenfield MA 01301

101 Munson Street

Virtus Equity Trust

Management Information
Jon K Christensen,Lead Manager since February 24, 2009
Jon Christensen, CFA, Portfolio Manager | Mr. Christensen is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care sector. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a Portfolio Manager and Senior Research Analyst for Doheny Asset Management and has approximately 18 years of equity research experience. He earned a B.S. in Mathematics/Applied Science from the University of California, Los Angeles, and an M.B.A. from the California State University, Long Beach. Mr. Christensen is a Chartered Financial Analyst charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq9.gif
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyVirtus
Net Assets3.03B
YTD Return-5.49%
Yield0.00%
Morningstar Rating★★★★
Inception DateJun 27, 2006

Fund Operations

Last DividendN/A
Last Cap Gain34.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpensePSGCXCategory Average
Annual Report Expense Ratio (net)1.09%1.21%
Prospectus Net Expense Ratio1.09%N/A
Prospectus Gross Expense Ratio1.09%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A