Virtus KAR Mid-Cap Growth Fund Class I (PICMX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
59.27
+0.94 (1.61%)
May 2, 2025, 4:00 PM EDT
-1.43% (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 | 58.33 |
| YTD Return | -4.31% |
| 1-Year Return | -1.43% |
| 5-Year Return | 31.52% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | 1.17 |
| Holdings | 34 |
| 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 -1.43% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.23%.
Top 10 Holdings
47.11% of assets| Name | Symbol | Weight |
|---|---|---|
| Fair Isaac Corporation | FICO | 8.09% |
| Gartner, Inc. | IT | 5.33% |
| Amphenol Corporation | APH | 5.08% |
| Global-E Online Ltd. | GLBE | 4.62% |
| Goosehead Insurance, Inc | GSHD | 4.49% |
| The Trade Desk, Inc. | TTD | 4.43% |
| MercadoLibre, Inc. | MELI | 4.29% |
| Cloudflare, Inc. | NET | 3.69% |
| On Holding AG | ONON | 3.62% |
| Vertex, Inc. | VERX | 3.48% |