Virtus KAR Mid-Cap Growth I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 52.00 / 2.28 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.000%
- 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 0.00
- Turnover 12%
Morningstar’s Analysis PICMX
Will PICMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 46
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector