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Morningstar

Virtus KAR Mid-Cap Growth C PSKCX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 42.06  /  −2.48 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.030%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 13%

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

Morningstar’s Analysis PSKCX

Will PSKCX 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 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.

Strength in Virtus KAR Mid-Cap Growth C's Process Pillar is partially offset by an Average People Pillar rating, leading 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings PSKCX

More PSKCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celsius Holdings Inc

6.89 106.0 Mil
Consumer Defensive

Fair Isaac Corp

6.57 101.0 Mil
Technology

Gartner Inc

5.53 85.0 Mil
Technology

MercadoLibre Inc

3.96 61.0 Mil
Consumer Cyclical

Amphenol Corp Class A

3.63 55.8 Mil
Technology

SiteOne Landscape Supply Inc

3.32 51.1 Mil
Industrials

Goosehead Insurance Inc Class A

3.18 48.9 Mil
Financial Services

Equifax Inc

3.16 48.7 Mil
Industrials

Pool Corp

2.90 44.6 Mil
Industrials

IDEXX Laboratories Inc

2.82 43.4 Mil
Healthcare