Virtus NFJ Small-Cap Value Fund Class A
PCVAX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
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NAV
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Company Information
Provider
Virtus
Manager/Tenure
(Years)
(Years)
Paul A. Magnuson (29), John R. Mowrey (12), Jeff N Reed (7), 2 others
Website
Address
101 Munson Street
Greenfield MA - 01301
Greenfield MA - 01301
Country
United States
Phone Number
800-243-1574
Investment Strategy
The investment seeks long-term growth of capital and income. The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with smaller market capitalizations. The manager currently considers smaller market capitalization companies to be companies with market capitalizations of between $100 million and the greater of $4 billion or the capitalization of the largest company in the Russell 2000 Index. The fund normally invests significantly in securities of companies that the portfolio managers expect will generate income (for example, by paying dividends).