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Morningstar

Virtus KAR Mid-Cap Growth I PICMX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 56.96  /  −0.82 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PICMX

Will PICMX 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 PICMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PICMX 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 PICMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Virtus KAR Mid-Cap Growth I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PICMX

More PICMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celsius Holdings Inc

6.89 106.0 Mil
Consumer Defensive

Fair Isaac Corp

6.57 101.0 Mil
Technology

Gartner Inc

5.53 85.0 Mil
Technology

MercadoLibre Inc

3.96 61.0 Mil
Consumer Cyclical

Amphenol Corp Class A

3.63 55.8 Mil
Technology

SiteOne Landscape Supply Inc

3.32 51.1 Mil
Industrials

Goosehead Insurance Inc Class A

3.18 48.9 Mil
Financial Services

Equifax Inc

3.16 48.7 Mil
Industrials

Pool Corp

2.90 44.6 Mil
Industrials

IDEXX Laboratories Inc

2.82 43.4 Mil
Healthcare