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

Fund Assets	323.52M
Expense Ratio	2.085%
Min. Investment	$2,500
Turnover	27.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 16, 2025

Previous Close	22.11
YTD Return	-8.57%
1-Year Return	-12.51%
5-Year Return	-30.11%
52-Week Low	20.21
52-Week High	46.24
Beta (5Y)	0.98
Holdings	31
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.

• Fund Family: Virtus
• Category: Mid-Cap Growth
• Performance Rating: Below Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PSKCX
• Share Class: Class C
• Index: Russell MidCap Growth TR

Performance

PSKCX had a total return of -12.51% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.16%.

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

51.63% of assets

Name	Symbol	Weight
Comfort Systems USA, Inc.	FIX	7.70%
Amphenol Corporation	APH	7.16%
Cloudflare, Inc.	NET	6.79%
Cardinal Infrastructure Group Inc.	CDNL	5.77%
Monolithic Power Systems, Inc.	MPWR	4.93%
West Pharmaceutical Services, Inc.	WST	4.80%
Datadog, Inc.	DDOG	4.57%
TopBuild Corp.	BLD	3.35%
APi Group Corporation	APG	3.31%
Toast, Inc.	TOST	3.25%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2025	$18.09271	Dec 16, 2025
Dec 22, 2021	$1.03903	Dec 22, 2021
Dec 22, 2020	$0.06867	Dec 22, 2020
Dec 20, 2019	$0.25754	Dec 20, 2019
Dec 17, 2018	$0.63885	Dec 17, 2018
Dec 20, 2017	$1.562	Dec 20, 2017

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

Data Sources Report a data error