Virtus KAR Mid-Cap Growth Fund Class I (PICMX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
62.64
+0.32 (0.51%)
May 30, 2025, 4:00 PM EDT
3.49% (1Y)
| Fund Assets | 1.63B |
| Expense Ratio | 1.03% |
| Min. Investment | $100,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 62.32 |
| YTD Return | 1.13% |
| 1-Year Return | 3.49% |
| 5-Year Return | 27.03% |
| 52-Week Low | 51.11 |
| 52-Week High | 68.14 |
| Beta (5Y) | 1.15 |
| Holdings | 35 |
| Inception Date | Dec 31, 1975 |
About PICMX
The Fund's investment strategy focuses on Mid-Cap with 1.03% total expense ratio. The minimum amount to invest in Virtus Equity Trust: Virtus KAR Mid-Cap Growth Fund; Class I Shares is $100,000 on a standard taxable account. Virtus Equity Trust: Virtus KAR Mid-Cap Growth Fund; Class I Shares seeks capital appreciation by investing at least 80% of its assets in common stocks that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell Midcap Growth Index.
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PICMX
Share Class Class I
Index Russell MidCap Growth TR
Performance
PICMX had a total return of 3.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.54%.
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% |