A consistent and defensive process earns Virtus KAR Small-Cap Core a Morningstar Analyst Rating of Bronze.
Will PKSFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PKSFX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PKSFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PKSFX’s parent organization’s priorities and whether they’re in line with investors’ interests.