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Morningstar

Virtus KAR Mid-Cap Growth A PHSKX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 57.04  /  +1.69 %
  • Total Assets 1.4 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHSKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PHSKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Virtus KAR Mid-Cap Growth A's Average Process Pillar and People Pillar ratings result in 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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PHSKX

More PHSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celsius Holdings Inc

9.07 143.4 Mil
Consumer Defensive

Fair Isaac Corp

6.67 105.4 Mil
Technology

Gartner Inc

5.53 87.3 Mil
Technology

Amphenol Corp Class A

4.00 63.2 Mil
Technology

MercadoLibre Inc

3.61 57.0 Mil
Consumer Cyclical

SiteOne Landscape Supply Inc

3.37 53.3 Mil
Industrials

Equifax Inc

3.24 51.2 Mil
Industrials

The Trade Desk Inc Class A

3.12 49.3 Mil
Technology

Pool Corp

2.78 43.9 Mil
Industrials

Mettler-Toledo International Inc

2.66 42.0 Mil
Healthcare