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

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:24 PM ET

$31.26 USD

+0.12 (0.39%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.79 94
3 months -5.03 98
6 months 3.42 93
1 Year 3.02 96
3 Year 11.26 88
5 Year 6.56 42
10 Year 13.60 10

* 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 May 31, 2026

1 Year 2.67
5 Year 7.11
10 Year 13.89
Since Inception 10.00

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.31 NA 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 2.79-3.5012.6931.04-11.7317.7620.1338.76-2.8933.6116.18
% Total Return Rel to Index 1.06-21.72-12.324.796.47-10.911.737.271.5011.824.25
% Total Return Rel to Peer -4.49-10.810.7714.967.78-1.541.1413.327.8818.010.23
% 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 0.001.991.991.992.001.992.012.032.022.082.12

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