PGICX – Virtus KAR Equity Income C Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation and current income. The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80% of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PDIAX	Virtus KAR Equity Income Fund Class A	No Load	Open			Sep 25, 1997	$129.52M	1.140%	High	$0	−$14.06M
PXIIX	Virtus KAR Equity Income Fund Class I	Institutional	Open			Nov 13, 2007	$20.18M	0.890%	High	$100,000	−$109,225.99
PGICX	Virtus KAR Equity Income Fund Class C	Level Load	Closed			Sep 25, 1997	$1.94M	1.890%	Above Average	$2,500	−$778,732.39
VECRX	Virtus KAR Equity Income Fund Class R6	Retirement, Large	Open			Jan 30, 2018	$11.51M	0.780%	High	$0	−$7.80M

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