Morningstar

Virtus KAR Mid-Cap Growth Fund Class C PSKCX

Morningstar Medalist Rating
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Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $22.70  /  −0.35 %
  • Fund Size $329.7M
  • Adjusted Expense Ratio 2.040%
  • Net Expense Ratio 2.040%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis PSKCX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PSKCX

More PSKCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

7.69 31M
Industrials

Amphenol Corp Class A

7.15 29M
Technology

Cloudflare Inc

6.79 27M
Technology

Cardinal Infrastructure Group Inc Ordinary Shares- Class A

5.76 23M
Industrials

Monolithic Power Systems Inc

4.92 20M
Technology

West Pharmaceutical Services Inc

4.79 19M
Healthcare

Datadog Inc Class A

4.56 18M
Technology

TopBuild Corp

3.35 14M
Industrials

APi Group Corp

3.31 13M
Industrials

Toast Inc Class A

3.25 13M
Technology

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