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Virtus Kar Small-cap Growth Fund A: (MF: PSGAX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:35 PM ET

$15.44 USD

-0.18 (-1.15%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD -7.02 99
3 months -4.17 13
6 months 3.30 94
1 Year -14.71 99
3 Year -6.02 99
5 Year -8.00 99
10 Year 7.75 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.54
Bull Market (2/09 - 3/21) 872.76

Load Adjusted Returns as of Sep 30, 2026

1 Year -19.16
5 Year -8.97
10 Year 7.18
Since Inception 7.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.00 7.80 -4.17 NA
2025 -9.77 2.59 -9.24 -8.26
2024 3.76 -7.17 13.41 0.16
2023 13.59 -0.53 0.35 5.87
2022 -15.58 -13.48 -6.16 1.56
2021 -2.05 4.21 1.29 0.62

Annual Return

20262025202420232022202120202019201820172016
% Total Return -7.02-22.939.4220.03-30.394.0542.8939.908.7936.6224.02
% Total Return Rel to Index -19.76-41.15-15.59-6.21-12.19-24.6324.498.4113.1814.8212.08
% Total Return Rel to Peer -18.54-30.24-2.493.95-10.88-15.2623.8914.4619.5721.028.07
% Perf Quintile vs Peer* 5.005.004.001.005.005.001.001.001.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.008.283.421.765.036.985.160.620.680.000.55
Expense Ratio 1.461.391.381.361.341.341.351.371.371.501.49

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