Virtus KAR Mid-Cap Growth Fund Class C (PSKCX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
44.27
-0.25 (-0.56%)
May 28, 2025, 4:00 PM EDT
0.32% (1Y)
| Fund Assets | 1.63B |
| Expense Ratio | 2.04% |
| Min. Investment | $2,500 |
| 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 | 44.52 |
| YTD Return | -0.09% |
| 1-Year Return | 0.32% |
| 5-Year Return | 22.74% |
| 52-Week Low | 36.47 |
| 52-Week High | 48.80 |
| Beta (5Y) | n/a |
| Holdings | 35 |
| Inception Date | Dec 31, 1975 |
About PSKCX
The Fund's investment strategy focuses on Mid-Cap with 2.02% total expense ratio. The minimum amount to invest in Virtus Equity Trust: Virtus KAR Mid-Cap Growth Fund; Class C Shares is $2,500 on a standard taxable account. Virtus Equity Trust: Virtus KAR Mid-Cap Growth Fund; Class C 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
Stock Exchange NASDAQ
Ticker Symbol PSKCX
Share Class Class C
Index Russell MidCap Growth TR
Performance
PSKCX had a total return of 0.32% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.06%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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% |