Virtus KAR Mid-Cap Growth Fund Class C (PSKCX)

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	42.26
YTD Return	-4.63%
1-Year Return	-0.42%
5-Year Return	26.62%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	34
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 -0.42% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.87%.

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 Fund Investor Shares	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%
PHSKX	Class A	1.26%

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%