Morningstar

Virtus KAR Capital Growth Fund Class I PLXGX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 22.45  /  −1.32 %
  • Total Assets 667.3M
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:43 AM GMT+0

Morningstar’s Analysis PLXGX

Will PLXGX outperform in the 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 PLXGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus KAR Capital Growth I holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PLXGX

More PLXGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.21 52M
Technology

Amphenol Corp Class A

7.75 44M
Technology

Visa Inc Class A

6.51 37M
Financial Services

Amazon.com Inc

6.31 36M
Consumer Cyclical

Alphabet Inc Class A

5.85 33M
Communication Services

Meta Platforms Inc Class A

4.08 23M
Communication Services

Cloudflare Inc

3.35 19M
Technology

Shopify Inc Registered Shs -A- Subord Vtg

3.29 19M
Technology

Snowflake Inc Ordinary Shares

3.23 18M
Technology

Eli Lilly and Co

3.13 18M
Healthcare

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