Virtus Kar Small Cap Fund Quote
| PSGAX Fund | USD 30.03 0.84 2.72% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Virtus Kar is trading at 30.03 as of the 16th of April 2024; that is -2.72 percent decrease since the beginning of the trading day. The fund's open price was 30.87. Virtus Kar has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Virtus Kar Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization growth market. More on Virtus Kar Small Cap
Moving together with Virtus Mutual Fund
| 0.71 | VMSAX | Virtus Multi Strategy | PairCorr |
| 0.63 | VMSSX | Virtus Multi Sector | PairCorr |
| 0.73 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.82 | SAGAX | Ridgeworth Innovative Downward Rally | PairCorr |
| 0.68 | SAHIX | Ridgeworth Seix High | PairCorr |
| 0.75 | HYPSX | Ridgeworth Seix High | PairCorr |
Virtus Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Virtus Kar's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Virtus Kar or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Virtus Funds, Large Funds, Small Growth Funds, Small Growth, Virtus (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Small Cap [PSGAX] is traded in USA and was established 16th of April 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Virtus family. This fund at this time has accumulated 3.41 B in assets with no minimum investment requirementsVirtus Kar Small is currently producing year-to-date (YTD) return of 0.6%, while the total return for the last 3 years was -4.56%.
Check Virtus Kar Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Small Cap Mutual Fund Constituents
| CHEF | The Chefs Warehouse | Stock | Consumer Staples |
| DCT | Duck Creek Technologies | Stock | Information Technology |
| PAYC | Paycom Soft | Stock | Information Technology |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary |
| ODFL | Old Dominion Freight | Stock | Industrials |
| MORN | Morningstar | Stock | Financials |
| MKTX | MarketAxess Holdings | Stock | Financials |
Virtus Kar Target Price Odds Analysis
Based on a normal probability distribution, the odds of Virtus Kar jumping above the current price in 90 days from now is about 98.0%. The Virtus Kar Small Cap probability density function shows the probability of Virtus Kar mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2802 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Virtus Kar will likely underperform. Additionally, virtus Kar Small Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Virtus Kar to move above the current price in 90 days from now is about 98.0 (This Virtus Kar Small Cap probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .
Virtus Kar Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Virtus Kar market risk premium is the additional return an investor will receive from holding Virtus Kar long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Virtus Kar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Virtus Kar's alpha and beta are two of the key measurements used to evaluate Virtus Kar's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7595 | |||
| Semi Deviation | 1.12 | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.09 |
Virtus Kar Against Markets
Picking the right benchmark for Virtus Kar mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Virtus Kar mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Virtus Kar is critical whether you are bullish or bearish towards Virtus Kar Small Cap at a given time. Please also check how Virtus Kar's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Virtus Kar without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Theme RatingsDetermine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Virtus Mutual Fund?
Before investing in Virtus Kar, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Virtus Kar. To buy Virtus Kar fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Virtus Kar. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Virtus Kar fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Virtus Kar Small Cap fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Virtus Kar Small Cap fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Virtus Kar Small Cap, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Virtus Kar Small Cap?
The danger of trading Virtus Kar Small Cap is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Virtus Kar is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Virtus Kar. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Virtus Kar Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Virtus Kar Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Virtus Kar Small information on this page should be used as a complementary analysis to other Virtus Kar's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.