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Virtus Kar Small-cap Core Fund A: (MF: PKSAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:43 PM ET

$44.58 USD

-0.11 (-0.25%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.35 30
3 months 9.10 26
6 months 2.18 89
1 Year 6.52 88
3 Year 12.30 36
5 Year 9.93 12
10 Year 16.27 2

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 81.69
Bear Market (10/07 - 2/09) -48.79
Bull Market (2/09 - 3/21) 1,307.44

Load Adjusted Returns as of Feb 28, 2026

1 Year -7.89
5 Year 7.80
10 Year 14.26
Since Inception 10.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -5.58 3.57 -0.03 -0.59
2024 7.92 -4.95 11.33 -0.59
2023 10.49 5.31 -0.84 14.40
2022 -9.31 -7.14 -2.42 8.22
2021 6.62 3.66 -0.10 7.42

Annual Return

20262025202420232022202120202019201820172016
% Total Return 8.35-2.8213.5131.99-11.0618.6221.0039.79-2.1934.5917.06
% Total Return Rel to Index 5.37-21.04-11.515.757.13-10.052.608.302.1912.795.13
% Total Return Rel to Peer 2.18-10.131.5815.918.44-0.682.0114.358.5718.991.11
% Perf Quintile vs Peer* 1.005.000.001.001.004.002.001.001.001.003.00
% Dividends 0.000.210.020.210.070.000.000.000.000.000.00
% Yield 0.000.410.050.380.160.000.000.000.000.000.00
Capital Gains ($) 0.006.672.191.872.615.843.391.641.270.051.36
Expense Ratio 0.001.291.271.271.271.261.281.291.291.331.37

* 1 = Top 20%, 5 = Bottom 20%