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Virtus Kar Small-cap Growth Fund C: (MF: PSGCX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 05:44 PM ET

$9.78 USD

+0.14 (1.45%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.80 99
3 months 10.59 2
6 months 1.80 94
1 Year -14.34 99
3 Year -5.48 99
5 Year -7.69 99
10 Year 8.15 86

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.95
Bull Market (2/09 - 3/21) 752.24

Load Adjusted Returns as of Aug 31, 2026

1 Year -20.65
5 Year -7.64
10 Year 8.35
Since Inception 7.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -10.05 7.52 NA NA
2025 -9.94 2.41 -9.42 -8.50
2024 3.58 -7.34 13.19 -0.01
2023 13.41 -0.74 0.19 5.69
2022 -15.72 -13.63 -6.34 1.34
2021 -2.22 4.03 1.12 0.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.79-23.578.6219.22-30.913.3141.8738.877.9935.6123.13
% Total Return Rel to Index -12.22-41.79-16.39-7.01-12.71-25.3623.477.3812.3813.8211.19
% Total Return Rel to Peer -18.79-30.87-3.303.14-11.39-15.9922.8713.4418.7620.017.18
% Perf Quintile vs Peer* 5.005.004.002.005.005.001.001.001.001.002.00
% 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 2.202.112.102.082.072.052.072.102.102.252.25

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