About PGICX
Virtus KAR Equity Income Fund Class C is a mutual fund focused on delivering a combination of capital appreciation and current income. The fund invests in a diversified portfolio of high-quality, mature businesses, primarily within the United States, that have a track record of consistent and robust dividend yields. It targets companies with solid balance sheets, market-dominant business models, and high returns on capital, seeking to generate attractive risk-adjusted, long-term returns. The investment strategy is characterized by a disciplined, fundamental research process that favors companies exhibiting lower business risk, consistent profitability, strong free cash flow, and minimal reliance on external financing. This approach is designed to help mitigate volatility and protect profits during challenging market environments. The portfolio typically consists of 25 to 50 high-conviction holdings, managed with a long-term, low-turnover philosophy. Categorized as a Large Value fund, Virtus KAR Equity Income Fund Class C plays a significant role in the market by offering investors exposure to established, income-generating companies while aiming to preserve capital through economic cycles.
Fund Family Virtus
Category Large Value
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol PGICX
Share Class Class C
Index MSCI USA High Dividend Yield NR USD
PGICX had a total return of 15.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.24%.
