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 (6), Noran Eid (2) | |||
| 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) | 0.30% | |||
| Asset Allocation | PHSKX-NASDAQ | Click to Compare |
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| Cash | 0.94% | |||
| Stock | 99.05% | |||
| U.S. Stock | 94.68% | |||
| Non-U.S. Stock | 4.37% | |||
| 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 | 1.91% | |||
| 30-Day Total Return | -6.32% | |||
| 60-Day Total Return | -10.57% | |||
| 90-Day Total Return | -12.66% | |||
| Year to Date Total Return | -12.73% | |||
| 1-Year Total Return | -5.14% | |||
| 2-Year Total Return | -14.22% | |||
| 3-Year Total Return | 4.32% | |||
| 5-Year Total Return | -23.42% | |||
| 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 | $34.07 | |||
| 1-Month Low NAV | $32.41 | |||
| 1-Month High NAV | $36.67 | |||
| 52-Week Low NAV | $32.41 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $62.11 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | PHSKX-NASDAQ | Click to Compare |
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| Beta | 1.30 | |||
| Standard Deviation | 18.52 | |||
| Balance Sheet | PHSKX-NASDAQ | Click to Compare |
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| Total Assets | 435.01M | |||
| Operating Ratios | PHSKX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.26% | |||
| Turnover Ratio | 27.00% | |||
| Performance | PHSKX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.25% | |||
| Last Bear Market Total Return | -25.78% | |||