Morningstar

Virtus KAR Mid-Cap Growth Fund Class A PHSKX

Medalist Rating as of Aug 31, 2026 See Virtus Investment Hub

Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

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
PICMX	Virtus KAR Mid-Cap Growth Fund Class I	Institutional	Open			Sep 13, 2007	$152.90M	1.030%	High	$100,000	−$361.51M
PHSKX	Virtus KAR Mid-Cap Growth Fund Class A	Front Load	Open			Dec 31, 1975	$133.05M	1.260%	High	$2,500	−$82.09M
PSKCX	Virtus KAR Mid-Cap Growth Fund Class C	Level Load	Closed			Jan 2, 2001	$15.15M	2.040%	High	$2,500	−$17.48M
VRMGX	Virtus KAR Mid-Cap Growth Fund Class R6	Retirement, Large	Open			Jan 30, 2018	$28.62M	0.830%	Above Average	$0	−$20.73M

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