PCVAX

About PCVAX

Virtus NFJ Small-Cap Value Fund Class A is a mutual fund that primarily seeks long-term capital growth and income by investing in small-capitalization U.S. companies. Guided by a disciplined value investment approach, the fund targets companies at the intersection of value, quality, and shareholder yield, aiming for firms with strong competitive positions, consistent financials, and favorable market prospects. The fund employs fundamental research and leverages big data analytics to identify undervalued opportunities across a diversified range of sectors, with notable exposures to financials, real estate, and industrials. Its portfolio typically includes over 100 holdings with an average weighted market capitalization around $4.6 billion. Established in 1997, Virtus NFJ Small-Cap Value Fund Class A is positioned within the small value category, focusing on stocks that trade at lower price multiples with attractive dividend yields. The fund’s systematic process and sector diversity make it a significant instrument for investors seeking exposure to the small-cap value segment of the U.S. equity market.