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Nasdaq - Delayed Quote USD

Virtus KAR Mid-Cap Growth C (PSKCX)

41.39
+0.76
+(1.87%)
At close: 8:02:00 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 1.18B
YTD Return -2.19%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1975

Performance & Risk

YTD Return -8.64%
5y Average Return 6.96%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

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