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Virtus Kar Small-cap Core Fund C: (MF: PKSCX)

(NASDAQ Mutual Funds) As of Sep 11, 2026 06:15 PM ET

$30.31 USD

+0.05 (0.17%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.56 92
3 months -0.18 95
6 months -0.18 98
1 Year 3.60 95
3 Year 7.84 88
5 Year 7.06 47
10 Year 13.90 5

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 75.49
Bear Market (10/07 - 2/09) -49.29
Bull Market (2/09 - 3/21) 1,095.52

Load Adjusted Returns as of Jul 31, 2026

1 Year 7.80
5 Year 8.14
10 Year 14.39
Since Inception 10.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.31 8.57 NA NA
2025 -5.74 3.41 -0.21 -0.79
2024 7.76 -5.15 11.14 -0.79
2023 10.31 5.10 -1.00 14.16
2022 -9.48 -7.29 -2.61 8.01
2021 6.41 3.49 -0.28 7.23

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.56-3.5012.6931.04-11.7317.7620.1338.76-2.8933.6116.18
% Total Return Rel to Index -0.21-21.72-12.324.796.47-10.911.737.271.5011.824.25
% Total Return Rel to Peer -10.98-10.810.7714.967.78-1.541.1413.327.8818.010.23
% Perf Quintile vs Peer* 5.005.002.001.002.004.003.001.001.001.004.00
% Dividends 0.000.000.000.020.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.006.672.191.872.615.843.391.641.270.051.36
Expense Ratio 2.011.991.991.992.001.992.012.032.022.082.12

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