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

Net Asset Value$31.08Previous Close - 8/22/2019
1-Day Change-0.17(0.54%)
YTD Change+8.06(35.01%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 03/31/2019

Top 5 SectorsTop 5 Holdings
Technology Services31.26%
Dreyfus Government Cash Man...4.33%
Consumer Services10.15%
Trade Desk Inc ORD4.27%
Health Technology8.61%
Mercadolibre Inc ORD3.60%
Commercial Services7.83%
Autohome Inc DR3.15%
Finance7.15%
Fair Isaac Corp ORD2.99%
Concentration of Top 565.00% Concentration of Top 518.34% 

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 07/31/2019

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
361

361

12,230

361

62
3 Year Rating(# of funds in category)
361

361

12,230

361

62
5 Year Rating(# of funds in category)
335

335

10,426

335

60
10 Year Rating(# of funds in category)
260

260

7,101

260

52

Fund Highlights

Total Expense Ratio2.15%
Average Market Capitallization$19.2 B
Net Asset ValueN/A
Total Net Assets$37.5 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