Nasdaq - Delayed Quote • USD
Virtus KAR Mid-Cap Growth A (PHSKX)
At close: May 17 at 8:01 PM EDT
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59.61 - YTD Return 0.54%
- Expense Ratio 0.83%
- Category Mid-Cap Growth
- Last Cap Gain 22.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 1.43B
- Beta (5Y Monthly) 1.16
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend --
- Inception Date Sep 13, 2007
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.
Virtus
Fund Family
Mid-Cap Growth
Fund Category
1.43B
Net Assets
2007-09-13
Inception Date
Performance Overview: PHSKX
Trailing returns as of 5/17/2024. Category is Mid-Cap Growth.
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Holdings: PHSKX
Top 10 Holdings (41.95% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPHSKX
Technology 37.65%
Consumer Cyclical 15.64%
Consumer Defensive 13.65%
Industrials 9.54%
Healthcare 9.34%
Financial Services 6.16%
Energy 4.28%
Real Estate 2.51%
Communication Services 1.23%
Basic Materials 0.00%
Utilities 0.00%
Recent News: PHSKX
Research Reports: PHSKX
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