Virtus KAR Mid-Cap Growth Fund Class A
PHSKX
NASDAQ
| Weiss Ratings | PHSKX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | PHSKX-NASDAQ | Click to Compare |
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| Provider | Virtus | |||
| Manager/Tenure (Years) | Chris Armbruster (5), Noran Eid (1) | |||
| Website | http://www.virtus.com | |||
| Fund Information | PHSKX-NASDAQ | Click to Compare |
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| Fund Name | Virtus KAR Mid-Cap Growth Fund Class A | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 31, 1975 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | PHSKX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PHSKX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.27% | |||
| Asset Allocation | PHSKX-NASDAQ | Click to Compare |
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| Cash | 2.51% | |||
| Stock | 97.49% | |||
| U.S. Stock | 92.29% | |||
| Non-U.S. Stock | 5.20% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | PHSKX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.87% | |||
| 30-Day Total Return | 2.54% | |||
| 60-Day Total Return | 1.21% | |||
| 90-Day Total Return | 3.71% | |||
| Year to Date Total Return | 2.84% | |||
| 1-Year Total Return | 1.87% | |||
| 2-Year Total Return | 18.48% | |||
| 3-Year Total Return | 31.86% | |||
| 5-Year Total Return | 11.74% | |||
| Price | PHSKX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PHSKX-NASDAQ | Click to Compare |
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| Nav | $60.83 | |||
| 1-Month Low NAV | $59.08 | |||
| 1-Month High NAV | $61.01 | |||
| 52-Week Low NAV | $48.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $65.09 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | PHSKX-NASDAQ | Click to Compare |
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| Beta | 1.19 | |||
| Standard Deviation | 19.99 | |||
| Balance Sheet | PHSKX-NASDAQ | Click to Compare |
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| Total Assets | 967.90M | |||
| Operating Ratios | PHSKX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.26% | |||
| Turnover Ratio | 13.00% | |||
| Performance | PHSKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.25% | |||
| Last Bear Market Total Return | -25.78% | |||