Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | PXQSX Insights | PXQSX Score | PXQSX Performance | PXQSX News | PXQSX Allocation | PXQSX Holdings Change
Fund Intelligence | Best Managers | PXQSX Insights | PXQSX Score | PXQSX Performance | PXQSX News | PXQSX Allocation | PXQSX Holdings Change
Virtus Quality Small-Cap I (PXQSX) Fund Ranking and Research
Ranking, Research and Recommendation of Virtus Quality Small-Cap I (PXQSX) Fund
-
Last Trade: $ on , Change: (0%)
Fund Manager - Julie Kutasov
Fund Manager Information
Fund Manager Tenure: 11.7 yearsFund Family: Virtus
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86) (What does this score mean?)
Julie Kutasov, CPA, is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization financials (banks, REITS, and business development) sector. Before joining Kayne Anderson Rudnick in 2001, she worked at Goldman Sachs in a program focused on investment management for high-net worth individuals and at Arthur Andersen as a Senior Associate leading teams that provided financial-audit and business-advisory services to a variety of clients in service-related industries. She has approximately seven years of equity research experience. Ms. Kutasov earned a B.A. in Business Economics from the University of California, Los Angeles, where she graduated summa cum laude, and an M.B.A. from Harvard Business School. Get more insights on Julie Kutasov
Virtus Quality Small-Cap I Fund (PXQSX) Profile
Fund Profile and Description
Virtus Quality Small-Cap I Fund seeks long-term capital appreciation. Virtus Quality Small-Cap I 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 in a select group of small-cap value companies believed to be undervalued relative to their future growth potential. Virtus Quality Small-Cap I Fund invests at least 80% of assets in common stocks of small capitalization companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell 2000® Value Index. It generally invests in approximately 20-35 securities at any given time.
What we like about Virtus Quality Small-Cap I (PXQSX) Fund
Data for Virtus Quality Small-Cap I Fund (PXQSX) as of May 30, 2016
- Virtus Quality Small-Cap I Fund (PXQSX) management has been with Virtus Quality Small-Cap I Fund for 11.7 years
- Virtus Quality Small-Cap I Fund (PXQSX) has good short-term performance (1-year return 9.36% vs -7.74% Small Growth category median performance)
- Virtus Quality Small-Cap I Fund (PXQSX) has good mid-term performance (3-year return 11.45% vs 6.86% Small Growth category median performance)
- Virtus Quality Small-Cap I Fund (PXQSX) has good Long-term performance (5-year return 9.66% vs 7.01% Small Growth category median performance)
- Virtus Quality Small-Cap I Fund (PXQSX) ratio of up-years vs down years is greater than 2
- Virtus Quality Small-Cap I Fund (PXQSX) has a Morningstar rating of 4 and above
- Asset base in Virtus Quality Small-Cap I Fund (PXQSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Virtus Quality Small-Cap I Fund (PXQSX) has an annual stock turnover rate of 15.00% vs Small Growth average of 63.11%. It is good that Virtus Quality Small-Cap I management does not trade extensively for its return.
- Virtus Quality Small-Cap I Fund (PXQSX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.35, lower than category average of 15.82
- Virtus Quality Small-Cap I Fund (PXQSX) has a lower expense ratio than its Small Growth average: 1.05% vs 1.31%
- Virtus Quality Small-Cap I Fund (PXQSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Virtus Quality Small-Cap I (PXQSX) Fund
Data for Virtus Quality Small-Cap I Fund (PXQSX) as of May 30, 2016
What do you think?
Compare with other top Small Growth category mutual funds
Aadditional top Small Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Virtus Quality Small-Cap I | 10.24 | 9.36 | 11.45 | 9.66 | |
Thrivent Small Cap Stock A (AASMX) | 5.33 | -2.12 | 8.13 | 6.23 | Compare |
Invesco Small Cap Growth A (GTSAX) | 2.31 | -6.34 | 9.44 | 9.20 | Compare |
Brown Advisory Small-Cap Growth Inv (BIASX) | 1.44 | 1.96 | 10.71 | 9.36 | Compare |
See top fund managers for Small Growth Category Funds
Compare with Small Growth category ETFs
Some Small Growth ETFs for your consideration
ETF | Year to Date | One Year | Three 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) | 0 | 0 | 0 |
---|
Virtus Quality Small-Cap I (PXQSX) Fund Net Asset
Track net asset change of Virtus Quality Small-Cap I fund (PXQSX)
Date | Net Asset |
05/2016 | $262.58M |
03/2016 | $238.49M |
02/2016 | $219.66M |
Virtus Quality Small-Cap I (PXQSX) Fund Portfolio Allocation
Track portfolio allocation change of Virtus Quality Small-Cap I fund (PXQSX)
Date | Cash | Stock | Bond | Other |
03/2016 | 9.83% | 90.17% | 0% | 0% |
12/2015 | 0% | 100% | 0% | 0% |
09/2015 | 3.19% | 96.81% | 0% | 0% |
Top 10 Holdings in Virtus Quality Small-Cap I (PXQSX) Fund
Discover what Virtus Quality Small-Cap I Fund (PXQSX) manager is buying
Click here for Stock Holding Change Map in Virtus Quality Small-Cap I Fund (PXQSX)
Latest News on Virtus Quality Small-Cap I (PXQSX) Fund
See what is happening with Virtus Quality Small-Cap I Fund (PXQSX)
No recent news |
See more information on Virtus Quality Small-Cap I (PXQSX) Fund
Popular pages on Virtus Quality Small-Cap I (PXQSX) Fund
- Virtus Quality Small-Cap I (PXQSX) Fund Research and Recommendation
- Virtus Quality Small-Cap I (PXQSX) Fund Performance Data
- Virtus Quality Small-Cap I (PXQSX) Fund Manager Information
- Historic Virtus Quality Small-Cap I (PXQSX) Fund Asset Allocation Report
- Historic Virtus Quality Small-Cap I (PXQSX) Fund Top 10 Holding Tracking
- Historic Virtus Quality Small-Cap I (PXQSX) Fund Asset Under Management Tracking