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Virtus Kar Small-cap Value Fund Class I (PXQSX)

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29.32 -0.31    -1.05%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Virtus
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 700.16M
Virtus Quality Small-Cap I 29.32 -0.31 -1.05%

PXQSX Overview

 
On this page you'll find an in-depth profile of Virtus Kar Small-cap Value Fund Class I. Learn about the key management, total assets, investment strategy and contact information of PXQSX among other information.
Category

Small Growth

Total Assets

700.16M

Expenses

0.98%

Inception Date

38896

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

Top Executives

Name Title Since Until
Craig Stone Portfolio Manager 2009 Now
Biography Craig Stone is Co-Chief Investment Officer, Portfolio Manager, Senior Research Analyst and a member of the Executive Management Committee. Mr. Stone’s primary research responsibilities are for the small and mid-capitalization real estate and consumer staples sectors. Mr. Stone began his equity research career in 1990. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an MBA from the University of Southern California.
Julie Kutasov Portfolio Manager 2008 Now
Biography Julie Kutasov is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization materials, industrials, and utilities sector. She began her career in equity research in 2001. Before joining Kayne Anderson Rudnick in 2001, Ms. Kutasov 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.
Robert A. Schwarzkopf Portfolio Manager 2006 2014
Biography Schwarzkopf is a portfolio manager with Kayne Anderson Investment Management, his employer since 1991. Before joining Kayne, he was a member of the Investment Policy Committee at the Pilgrim Group of Mutual Funds and portfolio manager for Pilgrim Regional Bankshares. Schwarzkopf has approximately 25 years of investment industry experience. Schwarzkopf holds the Chartered Financial Analyst designation.
Sandi L. Gleason Portfolio Manager 2006 2009
Biography Gleason is a portfolio manager with Kayne Anderson Investment Management, her employer since 1993. Prior to joining the firm, she was a senior consultant for Peterson Consulting. Gleason has over 11 years of investment industry experience. Gleason holds the Chartered Financial Analyst designation.
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