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Virtus KAR Capital Growth C SSTFX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 11.61  /  −1.02 %
  • Total Assets 608.6 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 12%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:17 AM GMT+0

Morningstar’s Analysis SSTFX

Will SSTFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus KAR Capital Growth C 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 most expensive quintile among peers.

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Portfolio Holdings SSTFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.06 52.0 Mil
Technology

Visa Inc Class A

6.04 34.7 Mil
Financial Services

Amazon.com Inc

5.46 31.4 Mil
Consumer Cyclical

Amphenol Corp Class A

4.00 23.0 Mil
Technology

Zoetis Inc Class A

3.43 19.7 Mil
Healthcare

Fair Isaac Corp

3.36 19.3 Mil
Technology

Meta Platforms Inc Class A

3.19 18.3 Mil
Communication Services

Workday Inc Class A

3.17 18.2 Mil
Technology

Marriott International Inc Class A

2.92 16.7 Mil
Consumer Cyclical

Uber Technologies Inc

2.88 16.5 Mil
Technology