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Virtus Kar Small-cap Growth Fund I: (MF: PXSGX)

(NASDAQ Mutual Funds) As of Jul 8, 2026 06:25 PM ET

$16.70 USD

-0.27 (-1.59%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD -8.49 98
3 months -7.69 98
6 months -9.83 98
1 Year -22.38 99
3 Year -3.91 98
5 Year -7.07 99
10 Year 8.95 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -49.31
Bull Market (2/09 - 3/21) 808.81

Load Adjusted Returns as of May 31, 2026

1 Year -22.89
5 Year -7.34
10 Year 8.89
Since Inception 8.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -9.88 NA NA NA
2025 -9.73 2.68 -9.16 -8.25
2024 3.85 -7.10 13.45 0.23
2023 13.65 -0.45 0.42 5.93
2022 -15.51 -13.44 -6.11 1.63
2021 -1.98 4.26 1.37 0.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return -8.49-22.769.7120.36-30.214.3343.2840.259.0736.9824.27
% Total Return Rel to Index -11.77-40.98-15.30-5.88-12.01-24.3524.888.7613.4715.1912.34
% Total Return Rel to Peer -17.33-30.06-2.204.28-10.70-14.9824.2914.8219.8521.388.32
% 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 0.001.121.111.091.081.071.091.111.101.251.25

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