Morningstar

Virtus KAR Mid-Cap Growth A PHSKX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 59.85  /  +0.77 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis PHSKX

Will PHSKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHSKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PHSKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Virtus KAR Mid-Cap Growth A's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PHSKX

More PHSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fair Isaac Corp

8.48 120.0 Mil
Technology

Celsius Holdings Inc

6.17 87.4 Mil
Consumer Defensive

Gartner Inc

5.00 70.7 Mil
Technology

Amphenol Corp Class A

4.98 70.5 Mil
Technology

MercadoLibre Inc

4.18 59.3 Mil
Consumer Cyclical

The Trade Desk Inc Class A

3.72 52.7 Mil
Technology

Teradyne Inc

3.27 46.4 Mil
Technology

Equifax Inc

3.13 44.3 Mil
Industrials

Global E Online Ltd

3.10 43.9 Mil
Consumer Cyclical

Mettler-Toledo International Inc

2.97 42.1 Mil
Healthcare

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