Virtus KAR Mid-Cap Growth C 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.
Virtus KAR Mid-Cap Growth Fund Class C PSKCX
- NAV / 1-Day Return 22.70 / +0.89 %
- Total Assets 406.7M
-
Adj. Expense Ratio
2.040%
- Expense Ratio 2.040%
- Distribution Fee Level High
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Closed
- TTM Yield 0.00
- Turnover 27%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:46 AM GMT+0
Morningstar’s Analysis PSKCX
Will PSKCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PSKCX 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 PSKCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cloudflare Inc | 8.57 | 37M | Technology |
Amphenol Corp Class A | 7.17 | 31M | Technology |
Comfort Systems USA Inc | 6.16 | 27M | Industrials |
MercadoLibre Inc | 4.35 | 19M | Consumer Cyclical |
Monolithic Power Systems Inc | 4.33 | 19M | Technology |
West Pharmaceutical Services Inc | 3.65 | 16M | Healthcare |
IDEXX Laboratories Inc | 3.46 | 15M | Healthcare |
Toast Inc Class A | 3.29 | 14M | Technology |
New York Times Co Class A | 3.05 | 13M | Communication Services |
Houlihan Lokey Inc Class A | 2.99 | 13M | Financial Services |
United States