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Virtus KAR Mid-Cap Growth A PHSKX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 59.11  /  +0.24 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 13%

USD | NAV as of Mar 02, 2024 | 1-Day Return as of Mar 02, 2024, 1:27 AM GMT+0

Morningstar’s Analysis PHSKX

Will PHSKX outperform in future?

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

Strength in Virtus KAR Mid-Cap Growth A's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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 second-costliest quintile among peers.

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Portfolio Holdings PHSKX

  • 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

Celsius Holdings Inc

7.75 115.6 Mil
Consumer Defensive

Fair Isaac Corp

5.25 78.3 Mil
Technology

Gartner Inc

4.51 67.3 Mil
Technology

SiteOne Landscape Supply Inc

3.58 53.4 Mil
Industrials

MercadoLibre Inc

3.43 51.1 Mil
Consumer Cyclical

Goosehead Insurance Inc Class A

3.35 49.9 Mil
Financial Services

Amphenol Corp Class A

3.30 49.1 Mil
Technology

The Trade Desk Inc Class A

3.16 47.1 Mil
Technology

Paycom Software Inc

2.84 42.3 Mil
Technology

Pool Corp

2.78 41.4 Mil
Industrials