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Virtus Small-Cap Sustainable Growth A (PSGAX) Fund Ranking and Research

Ranking, Research and Recommendation of Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

    Last Trade: $25.23 on 9/25/2017, Change: -0.08 (-0.32%)

 

Graph of Virtus Small-Cap Sustainable Growth A Fund (PSGAX) ManagerFund Manager - Todd K Beiley

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: PSGCX 
Fund Family: Virtus
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)
Todd Beiley, CFA, is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization health-care sector. Before joining Kayne Anderson Rudnick in 2002, he worked as an Associate Analyst in equity research at Prudential Securities and before that was an Equity Research Associate at RNC Capital Management. He has over nine years of equity research experience. Mr. Beiley earned a B.S. in Finance from Northern Arizona University and an M.B.A. from the University of Southern California. Mr. Beiley is a Chartered Financial Analyst charter holder.  Get more insights on Todd K Beiley

 

Graph of Virtus Small-Cap Sustainable Growth A Fund (PSGAX) ProfileVirtus Small-Cap Sustainable Growth A Fund (PSGAX) Profile

Fund Profile and Description

Virtus Small-Cap Sustainable Growth A Fund seeks long-term capital appreciation. Virtus Small-Cap Sustainable Growth A Fund pursues long-term capital appreciation in the small-cap sector while seeking to provide the risk characteristics of the less volatile large-cap S&P 500 index. It invests at least 80% of total assets in common stocks of small capitalization companies, defined by the Russell 2000 Growth index. Virtus Small-Cap Sustainable Growth A Fund generally invests in approximately 20-35 securities at any given time.

 

Virtus Small-Cap Sustainable Growth A (PSGAX) Fund Strength What we like about Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

Data for Virtus Small-Cap Sustainable Growth A Fund (PSGAX) as of May 30, 2016

  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) management has been with Virtus Small-Cap Sustainable Growth A Fund for 9.5 years
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has good short-term performance (1-year return 5.71% vs -7.74% Small Growth category median performance)
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has good mid-term performance (3-year return 10.70% vs 6.86% Small Growth category median performance)
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has good Long-term performance (5-year return 11.82% vs 7.01% Small Growth category median performance)
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) ratio of up-years vs down years is greater than 2
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has a Morningstar rating of 4 and above
  • Asset base in Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has an annual stock turnover rate of 27.00% vs Small Growth average of 63.11%. It is good that Virtus Small-Cap Sustainable Growth A management does not trade extensively for its return.
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.93, lower than category average of 15.82

Virtus Small-Cap Sustainable Growth A Fund (PSGAX) Weakness What we are cautious about Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

Data for Virtus Small-Cap Sustainable Growth A Fund (PSGAX) as of May 30, 2016

  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) has a higher expense ratio of 1.49% than its Small Growth average of 1.31%
  • Virtus Small-Cap Sustainable Growth A Fund (PSGAX) carries a 5.75% load
See Virtus Small-Cap Sustainable Growth A Fund (PSGAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Virtus Small-Cap Sustainable Growth A Fund (PSGAX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Virtus Small-Cap Sustainable Growth A7.475.7110.7011.82
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Virtus Small-Cap Sustainable Growth A Fund (PSGAX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Virtus Small-Cap Sustainable Growth A Fund (PSGAX) Net Asset TrackingVirtus Small-Cap Sustainable Growth A (PSGAX) Fund Net Asset

Track net asset change of Virtus Small-Cap Sustainable Growth A fund (PSGAX)

DateNet Asset
05/2016$234.73M
03/2016$205.46M
02/2016$178.60M
More historic net asset information on Virtus Small-Cap Sustainable Growth A Fund (PSGAX)

  

Graph of Virtus Small-Cap Sustainable Growth A Fund (PSGAX) Portfolio TrackingVirtus Small-Cap Sustainable Growth A (PSGAX) Fund Portfolio Allocation

Track portfolio allocation change of Virtus Small-Cap Sustainable Growth A fund (PSGAX)

DateCashStockBondOther
03/20166.63%93.37%0%0%
12/201510.62%89.38%0%0%
09/20155.16%94.84%0%0%
Click here to see more historic asset allocation information on Virtus Small-Cap Sustainable Growth A Fund (PSGAX)

 

graph of Virtus Small-Cap Sustainable Growth A Fund (PSGAX) Top 10 Position TrackingTop 10 Holdings in Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

Discover what Virtus Small-Cap Sustainable Growth A Fund (PSGAX) manager is buying

Mar 30, 2016
Shutterstock, Inc. Common Stock [6.04%]
MercadoLibre Inc [5.45%]
Autohome Inc. American Deposita [5.02%]
Aspen Technology, Inc. [4.73%]
ABAXIS, Inc. [4.6%]
MarketAxess Holdings, Inc. [4.51%]
NVE Corporation [4.21%]
Heico Corp Class A [3.99%]

Dec 30, 2015
MarketAxess Holdings, Inc. [6.38%]
Autohome Inc. American Deposita [5.09%]
Shutterstock, Inc. Common Stock [4.74%]
NVE Corporation [4.71%]
PriceSmart, Inc. [4.21%]
UFP Technologies, Inc. [4.21%]
Mercadolibre Inc [4.18%]
ABAXIS, Inc. [4.16%]

Sep 29, 2015
MarketAxess Holdings, Inc. [6.43%]
Autohome Inc. American Deposita [5.27%]
Sirona Dental Systems, Inc. [5.03%]
Morningstar, Inc. [4.46%]
Shutterstock, Inc. Common Stock [4.34%]
UFP Technologies, Inc. [4.1%]
Mercadolibre Inc [3.87%]
FactSet Research Systems Inc. C [3.87%]
HomeAway, Inc. [3.85%]
Click here for Stock Holding Change Map in Virtus Small-Cap Sustainable Growth A Fund (PSGAX)

  

Latest News on Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

See what is happening with Virtus Small-Cap Sustainable Growth A Fund (PSGAX)

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Virtus Small-Cap Sustainable Growth A Fund (PSGAX) Related ResourcesSee more information on Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

Popular pages on Virtus Small-Cap Sustainable Growth A (PSGAX) Fund

  

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