About PSTAX
Virtus KAR Capital Growth Fund Class A is a U.S.-based mutual fund focused on delivering long-term capital growth. Managed by Kayne Anderson Rudnick Investment Management, the fund primarily invests in large-cap growth companies selected for their durable competitive advantages, proven management teams, financial strength, and robust growth prospects. Employing a disciplined, research-driven approach, the fund seeks businesses that show consistent profitability, high returns on capital, strong free cash flow, and limited reliance on external financing, aiming for resilience even during challenging market conditions. The portfolio is concentrated, typically holding 25 to 50 high-conviction positions, and features prominent allocations to leading technology, consumer cyclical, and healthcare companies. With a minimum initial investment of $2,500 and a focus on high-quality large-cap stocks, the fund is designed for investors seeking exposure to well-established growth-oriented U.S. companies. The fund is characterized by relatively low portfolio turnover and emphasizes risk-adjusted returns through quality-focused stock selection and portfolio management strategies.
Fund Family Virtus
Category Multi-Cap Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PSTAX
Share Class Class A
Index Russell 1000 Growth TR
PSTAX had a total return of 6.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.89%.
