Skip to Content
Morningstar

Virtus KAR Capital Growth A PSTAX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 16.89  /  0.12 %
  • Total Assets 518.2 Mil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 12:26 AM GMT+0

Morningstar’s Analysis PSTAX

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

People Pillar

The People Pillar is our evaluation of the PSTAX 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 PSTAX’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 A to a Morningstar Medalist Rating of Negative.

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PSTAX

More PSTAX Holdings
  • Current Portfolio Date
  • Equity Holdings 46
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.34
51,563,177
Technology

Visa Inc Class A

6.01
33,160,520
Financial Services

Amazon.com Inc

5.11
28,198,954
Consumer Cyclical

Paycom Software Inc

3.91
21,577,691
Technology

Amphenol Corp Class A

3.74
20,616,770
Technology

Zoetis Inc Class A

3.26
17,976,830
Healthcare

The Trade Desk Inc Class A

3.12
17,195,118
Technology

Workday Inc Class A

2.83
15,621,197
Technology

MongoDB Inc Class A

2.83
15,610,222
Technology

CoStar Group Inc

2.66
14,684,555
Real Estate