Virtus KAR Mid-Cap Growth Fund Class C PSKCX:NASDAQ

Net Asset Value$30.33Previous Close - 9/19/2019
1-Day Change+0.08(0.26%)
YTD Change+7.31(31.75%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 06/30/2019

Top 5 SectorsTop 5 Holdings
Technology Services32.34%
Dreyfus Government Cash Man...10.33%
Miscellaneous10.33%
Trade Desk Inc ORD4.46%
Finance9.10%
Mercadolibre Inc ORD3.92%
Health Technology8.80%
Paycom Software Inc ORD3.18%
Consumer Non-Durables8.02%
Avalara Inc ORD3.12%
Concentration of Top 568.59% Concentration of Top 525.01% 

Fund Profile

Fund Strategy

The Fund seeks capital appreciation by investing at least 80% of its assets in common stocks that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell Midcap Growth Index.

Fund Category US Diversified Equity
Inception Date 01/02/2001
Manager Doug Foreman
Fund Classification Mid-Cap Growth Funds
Managed Since 2012
Other Managed Funds   PSTAX  PICMX  PHSKX  PLXGX  SSTFX

Lipper Leader Scorecard as of 08/31/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
371

371

12,229

371

63
3 Year Rating(# of funds in category)
371

371

12,229

371

63
5 Year Rating(# of funds in category)
340

340

10,466

340

61
10 Year Rating(# of funds in category)
266

266

7,101

266

54

Fund Highlights

Total Expense Ratio2.15%
Average Market Capitallization$19.2 B
Net Asset ValueN/A
Total Net Assets$39.0 M
Sales ExpensesLevel Load Fund
Minimum Initial Investment$2500
Minimum IRA Investment$100
AvailabilityOpen to New Investors
Current Yield0.00%
Dividend Ex-DateN/A

Risk Analysis

Beta vs. S&P 5001.06
R-Squared vs. S&P 5000.71
Standard Deviation15.44%
Sharpe Ratio1.40
Portfolio TurnoverN/A