Virtus KAR Small-Cap Core Fund (PKSFX) Alternatives
Virtus KAR Small-Cap Core Fund (PKSFX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PKSFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PKSFX
PKSFX charges 1.00% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PKSFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PKSFX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PKSFX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PKSFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PKSFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PKSFX vs VMGMX |
Best Risk-Adjusted Alternatives to PKSFX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | PKSFX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | PKSFX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | PKSFX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | PKSFX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | PKSFX vs BFGIX |
Top Performing PKSFX Alternatives (YTD)
PKSFX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | PKSFX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | PKSFX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | PKSFX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | PKSFX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | PKSFX vs NEEGX |
Lowest Volatility Alternatives to PKSFX
PKSFX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | PKSFX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | PKSFX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | PKSFX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | PKSFX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | PKSFX vs VSNGX |
Lowest Drawdown Alternatives to PKSFX
PKSFX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | PKSFX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PKSFX vs BARAX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PKSFX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PKSFX vs VLEQX | |
| Calamos Timpani SMID Growth Fund | -11.56% | Jul 31, 2019 | PKSFX vs CTIGX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | PKSFX vs AIO | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | PKSFX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | PKSFX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | PKSFX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | PKSFX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | PKSFX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | PKSFX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | PKSFX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | PKSFX vs PHRAX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | PKSFX vs VIISX |
Often Compared With PKSFX
What investors most often compare with PKSFX, based on PortfoliosLab usage data.
Compare PKSFX with Any Fund or Stock
Compare PKSFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.