About RAGHX
Virtus KAR Health Sciences Fund Class A is a mutual fund specializing in investments within the healthcare sector. Its primary objective is long-term capital appreciation, achieved by allocating at least 80% of its net assets to equity securities of healthcare companies. The fund emphasizes exposure to firms that deliver innovative and cost-effective solutions across the health and biotechnology industries, with a portfolio construction approach driven by high-conviction growth, quality, valuation, and ESG risk criteria. Notable features include a focus on high-quality companies with dominant market positions, solid balance sheets, and consistent growth records, resulting in a concentrated portfolio of 24 to 50 holdings, depending on the period. By targeting themes such as biotechnology breakthroughs, preventative healthcare, and technology-enabled care delivery, the fund is positioned to capture ongoing trends in global healthcare, including the aging population and increased demand for advanced medical solutions. Managed by Kayne Anderson Rudnick Investment Management, the fund seeks to maintain lower volatility through fundamental research and careful stock selection, offering investors targeted exposure to a critical and rapidly evolving sector.
Fund Family Virtus
Category Health
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol RAGHX
Share Class A
Index MSCI World/Health Care NR
RAGHX had a total return of 13.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.73%.
