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 a closer substitute for your current allocation.
Cheapest Alternatives to PKSFX
PKSFX charges 1.00% annually. There are 90 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | PKSFX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PKSFX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PKSFX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | PKSFX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PKSFX vs VMFGX |
Best Risk-Adjusted Alternatives to PKSFX
PKSFX has a PortfoliosLab risk / return rank of 8. There are 93 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | PKSFX vs NEEIX | |
| Needham Growth Fund | 93 | — | Jan 1996 | PKSFX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 92 | 31.20B | Aug 1995 | PKSFX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 92 | — | Oct 2000 | PKSFX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 86 | — | Nov 2004 | PKSFX vs POAGX |
Top Performing PKSFX Alternatives (YTD)
PKSFX is at 6.08% YTD. There are 100 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 65.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 65.52% | — | Dec 2016 | PKSFX vs NEEIX | |
| Needham Growth Fund | 65.21% | — | Jan 1996 | PKSFX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 42.04% | — | Oct 2000 | PKSFX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 30.42% | — | Jul 2019 | PKSFX vs CTIGX | |
| Invesco Discovery Mid Cap Growth Fund | 28.52% | — | Nov 2000 | PKSFX vs OEGYX |
Lowest Volatility Alternatives to PKSFX
PKSFX has 15.61% 1-year volatility. There are 33 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.10%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.10% | — | May 2013 | PKSFX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.14% | — | May 2021 | PKSFX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | PKSFX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.72% | — | Dec 1996 | PKSFX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.31% | — | — | PKSFX vs RIPIX |
Lowest Drawdown Alternatives to PKSFX
PKSFX has a 1-year max drawdown of -11.19%. There are 38 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PKSFX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | PKSFX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PKSFX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PKSFX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PKSFX vs SECUX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 48 | 32.52% | — | Oct 2019 | PKSFX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 2.42% | — | Feb 2006 | PKSFX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -7.39% | — | Mar 2018 | PKSFX vs VKSIX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 7 | 4.90% | — | Oct 1995 | PKSFX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 3 | -0.23% | — | Jun 2009 | PKSFX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.33% | — | Jan 1989 | PKSFX vs MERFX | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 5 | 0.89% | — | Sep 1940 | PKSFX vs NAINX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 22 | 15.62% | — | Mar 1995 | PKSFX vs PHRAX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -8.38% | — | Jun 2006 | PKSFX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 56 | 19.48% | — | Dec 2010 | PKSFX vs EDF |
Often Compared With PKSFX
Investors most often compare PKSFX with VOO, FLCNX, SDY. These 20 comparison targets span 13 categories, 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.
Pair PKSFX with funds that move differently
Virtus KAR Small-Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PKSFX.
Explore PKSFX Diversifiers