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Virtus KAR Capital Growth C (SSTFX)

10.06
+0.10
+(1.00%)
At close: 8:02:14 PM EDT
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  • Previous Close 9.96
  • YTD Return 1.79%
  • Expense Ratio 2.02%
  • Category Large Growth
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 650.46M
  • Beta (5Y Monthly) 1.23
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend --
  • Inception Date Oct 16, 1995

Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Virtus

Fund Family

Large Growth

Fund Category

650.46M

Net Assets

1995-10-16

Inception Date

Performance Overview: SSTFX

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Trailing returns as of 3/31/2025. Category is Large Growth.

YTD Return

SSTFX
1.79%
Category
12.38%
 

1-Year Return

SSTFX
12.10%
Category
41.70%
 

3-Year Return

SSTFX
7.91%
Category
22.56%
 

5-Year Return

SSTFX
12.19%
Category
21.98%
 

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Holdings: SSTFX

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Sector Weightings

SectorSSTFX
Technology   44.27%
Healthcare   9.90%
Real Estate   2.45%
Industrials   1.52%
Utilities   0.00%
Energy   0.00%

Recent News: SSTFX

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Research Reports: SSTFX

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