Skip to Content
Morningstar

Virtus KAR Capital Growth I PLXGX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 21.04  /  −1.77 %
  • Total Assets 618.3 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield —
  • Turnover 12%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis PLXGX

Will PLXGX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus KAR Capital Growth I to 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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PLXGX

More PLXGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.06 52.0 Mil
Technology

Visa Inc Class A

6.04 34.7 Mil
Financial Services

Amazon.com Inc

5.46 31.4 Mil
Consumer Cyclical

Amphenol Corp Class A

4.00 23.0 Mil
Technology

Zoetis Inc Class A

3.43 19.7 Mil
Healthcare

Fair Isaac Corp

3.36 19.3 Mil
Technology

Meta Platforms Inc Class A

3.19 18.3 Mil
Communication Services

Workday Inc Class A

3.17 18.2 Mil
Technology

Marriott International Inc Class A

2.92 16.7 Mil
Consumer Cyclical

Uber Technologies Inc

2.88 16.5 Mil
Technology