Virtus KAR Mid-Cap Growth A (PHSKX)

Fund Assets	1.00B
Expense Ratio	1.26%
Min. Investment	$2,500
Turnover	13.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	59.08
YTD Return	2.11%
1-Year Return	3.37%
5-Year Return	6.74%
52-Week Low	48.78
52-Week High	65.09
Beta (5Y)	1.15
Holdings	35
Inception Date	Dec 31, 1975

About PHSKX

The investment seeks capital appreciation. 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 Family: Virtus
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: PHSKX
• Share Class: Class A
• Index: Russell MidCap Growth TR

Performance

PHSKX had a total return of 3.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.33%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VMGRX	Vanguard	Vanguard Mid Cap Growth Inv	0.33%
FMDGX	Fidelity	Fidelity Mid Cap Growth Index Fund	0.05%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
VRMGX	Class R6	0.83%
PICMX	Class I	1.03%
PSKCX	Class C	2.04%

Top 10 Holdings

44.04% of assets

Name	Symbol	Weight
Fair Isaac Corporation	FICO	5.87%
Amphenol Corporation	APH	5.24%
Gartner, Inc.	IT	5.04%
Goosehead Insurance, Inc	GSHD	4.83%
MercadoLibre, Inc.	MELI	4.41%
Cloudflare, Inc.	NET	4.21%
Celsius Holdings, Inc.	CELH	4.16%
Vertex, Inc.	VERX	3.65%
Equifax Inc.	EFX	3.40%
Insulet Corporation	PODD	3.23%