Virtus KAR Mid-Cap Growth C (PSKCX)
| Fund Assets | 1.00B |
| Expense Ratio | 2.04% |
| 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 | 44.05 |
| YTD Return | 1.60% |
| 1-Year Return | 2.55% |
| 5-Year Return | 2.65% |
| 52-Week Low | 36.47 |
| 52-Week High | 48.80 |
| Beta (5Y) | n/a |
| Holdings | 35 |
| Inception Date | Dec 31, 1975 |
About PSKCX
Virtus KAR Mid-Cap Growth Fund Class C is a mutual fund designed to provide investors with exposure to U.S. mid-cap growth companies. Its primary objective is long-term capital appreciation, achieved by investing at least 80% of its assets in common stocks of companies whose market capitalizations fall within the range of the Russell Midcap Growth Index. The fund emphasizes businesses with durable competitive advantages, strong management, robust financials, and consistent growth trajectories. Employing a disciplined, research-driven investment process, the fund seeks out high-quality businesses that demonstrate above-average returns on capital and the capacity for sustained growth. The portfolio is concentrated, typically holding 25 to 50 positions, with the top holdings often representing a significant portion of total assets. This high-conviction approach is complemented by a preference for companies with predictable earnings, solid free cash flow, and limited reliance on external financing. Managed by investment professionals from Kayne Anderson Rudnick, the fund is recognized for its focus on quality and relative lower volatility within the mid-cap growth space. It plays a strategic role in the market by offering diversification and growth potential to investors aiming to capture the performance of innovative, market-leading mid-sized U.S. firms.
Performance
PSKCX had a total return of 2.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.08%.
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% |