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Virtus KAR Equity Income C PGICX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 16.14  /  −0.55 %
  • Total Assets 123.6 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.31%
  • Turnover 27%

USD | NAV as of Feb 27, 2024 | 1-Day Return as of Feb 27, 2024, 1:33 AM GMT+0

Morningstar’s Analysis PGICX

Will PGICX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus KAR Equity Income C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings PGICX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

International Business Machines Corp

5.30 6.4 Mil
Technology

MSC Industrial Direct Co Inc Class A

5.03 6.1 Mil
Industrials

Zurich Insurance Group AG ADR

4.77 5.8 Mil
Financial Services

AbbVie Inc

4.16 5.0 Mil
Healthcare

Amcor PLC Ordinary Shares

4.05 4.9 Mil
Consumer Cyclical

Verizon Communications Inc

3.54 4.3 Mil
Communication Services

PNC Financial Services Group Inc

3.51 4.3 Mil
Financial Services

Watsco Inc Class A

3.31 4.0 Mil
Industrials

Southern Co

3.25 3.9 Mil
Utilities

Cisco Systems Inc

3.11 3.8 Mil
Technology