The Virtus KAR Small-Cap Core Fund (PXSGX) returned -0.74% (Class I) in the quarter, underperforming the Russell 2000® Index’s 2.19% return.

The Virtus KAR Small-Mid Cap Core Fund returned -4.83% (Class I) in the quarter, underperforming the Russell 2500™ Index's ...

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...

Mutual funds: When curating a new portfolio, investors are advised to follow the strategy of constituting two different sets of portfolios: core and satellite. This investing strategy can go a long ...

In the 1990s, while technology stocks soared, large-cap core investments sometimes seemed dull. Holding shares that are cheaper than growth stocks and more expensive than value, core strategists don't ...