Virtus KAR Mid-Cap Growth Fund Class C
PSKCX
NASDAQ
| Weiss Ratings | PSKCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | PSKCX-NASDAQ | Click to Compare |
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| Provider | Virtus | |||
| Manager/Tenure (Years) | Chris Armbruster (5), Noran Eid (2) | |||
| Website | http://www.virtus.com | |||
| Fund Information | PSKCX-NASDAQ | Click to Compare |
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| Fund Name | Virtus KAR Mid-Cap Growth Fund Class C | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 02, 2001 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PSKCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | PSKCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.29% | |||
| Asset Allocation | PSKCX-NASDAQ | Click to Compare |
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| Cash | 0.81% | |||
| Stock | 99.19% | |||
| U.S. Stock | 94.40% | |||
| Non-U.S. Stock | 4.79% | |||
| 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 | PSKCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.10% | |||
| 30-Day Total Return | -3.69% | |||
| 60-Day Total Return | -2.85% | |||
| 90-Day Total Return | -2.17% | |||
| Year to Date Total Return | -1.69% | |||
| 1-Year Total Return | -9.75% | |||
| 2-Year Total Return | 10.05% | |||
| 3-Year Total Return | 17.79% | |||
| 5-Year Total Return | -12.43% | |||
| Price | PSKCX-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 | PSKCX-NASDAQ | Click to Compare |
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| Nav | $43.56 | |||
| 1-Month Low NAV | $41.29 | |||
| 1-Month High NAV | $45.24 | |||
| 52-Week Low NAV | $36.47 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $48.78 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | PSKCX-NASDAQ | Click to Compare |
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| Beta | 1.27 | |||
| Standard Deviation | 18.80 | |||
| Balance Sheet | PSKCX-NASDAQ | Click to Compare |
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| Total Assets | 835.82M | |||
| Operating Ratios | PSKCX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.04% | |||
| Turnover Ratio | 13.00% | |||
| Performance | PSKCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.73% | |||
| Last Bear Market Total Return | -25.94% | |||