Nasdaq - Delayed Quote USD

Virtus KAR Capital Growth Fund (VCGRX)

22.64
-0.56
(-2.41%)
At close: 8:02:46 PM EDT
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  • Previous Close 23.20
  • YTD Return -3.21%
  • Expense Ratio 0.73%
  • Category Large Growth
  • Last Cap Gain 58.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 613.27M
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend --
  • Inception Date Sep 29, 2006

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

613.27M

Net Assets

2006-09-29

Inception Date

More about Virtus KAR Capital Growth Fund

Performance Overview: VCGRX

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Trailing returns as of 5/20/2025. Category is Large Growth.

YTD Return

VCGRX
3.21%
Category
12.38%
 

1-Year Return

VCGRX
13.86%
Category
41.70%
 

3-Year Return

VCGRX
13.20%
Category
22.56%
 

5-Year Return

VCGRX
12.04%
Category
21.98%
 

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Holdings: VCGRX

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Sector Weightings

SectorVCGRX
Technology   44.27%
Consumer Cyclical   20.64%
Financial Services   10.61%
Healthcare   9.90%
Communication Services   8.82%
Real Estate   2.45%
Basic Materials   1.79%
Industrials   1.52%
Consumer Defensive   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: VCGRX

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Research Reports: VCGRX

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