Virtus KAR Capital Growth Fund Class C (SSTFX)

Fund Assets	650.12M
Expense Ratio	1.981%
Min. Investment	$2,500
Turnover	12.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 16, 2025

Previous Close	10.25
YTD Return	5.76%
1-Year Return	5.25%
5-Year Return	30.17%
52-Week Low	8.15
52-Week High	11.75
Beta (5Y)	1.37
Holdings	29
Inception Date	Nov 3, 1997

About SSTFX

Virtus KAR Capital Growth Fund Class C is a mutual fund focused on long-term capital appreciation through investments in U.S. large-cap growth companies. Its investment strategy centers on selecting businesses that demonstrate durable competitive advantages, strong management, lower financial risk, and robust growth potential. The fund employs a disciplined, research-driven approach to identify high-quality companies with consistent growth, high returns on capital, and solid balance sheets. Its portfolio typically comprises 25–50 high-conviction holdings, with a notable concentration in technology, consumer discretionary, and financial services sectors. Managed by Kayne Anderson Rudnick, the fund aims to deliver attractive risk-adjusted returns while seeking to reduce volatility through investments in companies with proven business models and less reliance on external financing. This approach positions the Virtus KAR Capital Growth Fund Class C as a vehicle for investors seeking exposure to leading U.S. growth enterprises with an emphasis on quality and sustainable performance within the large-cap equity segment.

• Fund Family: Virtus
• Category: Multi-Cap Growth
• Performance Rating: Low
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SSTFX
• Share Class: Class C
• Index: Russell 1000 Growth TR

Performance

SSTFX had a total return of 5.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.99%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FACGX	Fidelity	Fidelity Advisor Growth Opps C	1.71%
FAGOX	Fidelity	Fidelity Advisor Growth Opps M	1.23%
FAGCX	Fidelity	Fidelity Advisor Growth Opps I	0.74%
FZAHX	Fidelity	Fidelity Advisor Growth Opps Z	0.59%
FAGAX	Fidelity	Fidelity Advisor Growth Opps A	0.92%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
VCGRX	Class R6	0.73%
PLXGX	Class I	0.98%
PSTAX	Class A	1.20%

Top 10 Holdings

55.77% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	8.45%
Amphenol Corporation	APH	6.52%
Visa Inc.	V	6.19%
Alphabet Inc.	GOOGL	6.09%
Amazon.com, Inc.	AMZN	6.05%
Arm Holdings plc	ARM	4.88%
Datadog, Inc.	DDOG	4.57%
Snowflake Inc.	SNOW	4.56%
KLA Corporation	KLAC	4.36%
Marvell Technology, Inc.	MRVL	4.09%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2025	$1.49961	Dec 16, 2025
Dec 18, 2024	$2.82778	Dec 18, 2024
Dec 20, 2023	$1.09709	Dec 20, 2023
Dec 21, 2022	$3.30648	Dec 21, 2022
Dec 22, 2021	$2.12005	Dec 22, 2021
Dec 22, 2020	$0.83238	Dec 22, 2020

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

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