Virtus KAR Capital Growth A 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 Capital Growth Fund Class A PSTAX
- NAV / 1-Day Return 20.33 / −4.78 %
- Total Assets 653.6M
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 12%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 1:17 AM GMT+0
Morningstar’s Analysis PSTAX
Will PSTAX 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 52.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.21 | 52M | Technology |
Amphenol Corp Class A | 7.75 | 44M | Technology |
Visa Inc Class A | 6.51 | 37M | Financial Services |
Amazon.com Inc | 6.31 | 36M | Consumer Cyclical |
Alphabet Inc Class A | 5.85 | 33M | Communication Services |
Meta Platforms Inc Class A | 4.08 | 23M | Communication Services |
Cloudflare Inc | 3.35 | 19M | Technology |
Shopify Inc Registered Shs -A- Subord Vtg | 3.29 | 19M | Technology |
Snowflake Inc Ordinary Shares | 3.23 | 18M | Technology |
Eli Lilly and Co | 3.13 | 18M | Healthcare |
United States