Virtus Kar Mid Cap Fund Quote
| PSKCX Fund | USD 48.58 0.22 0.45% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Virtus Kar is trading at 48.58 as of the 27th of November 2024; that is 0.45 percent decrease since the beginning of the trading day. The fund's open price was 48.8. Virtus Kar has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Virtus Kar Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. More on Virtus Kar Mid Cap
Moving together with Virtus Mutual Fund
| 0.93 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.72 | HYPSX | Ridgeworth Seix High | PairCorr |
| 0.72 | SAMBX | Ridgeworth Seix Floating | PairCorr |
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Mid Cap [PSKCX] is traded in USA and was established 27th of November 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Virtus family. This fund at this time has accumulated 1.63 B in assets with no minimum investment requirementsVirtus Kar Mid is currently producing year-to-date (YTD) return of 17.39%, while the total return for the last 3 years was -3.69%.
Check Virtus Kar Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Mid Cap Mutual Fund Constituents
| NFLX | Netflix | Stock | Communication Services | |
| HQY | HealthEquity | Stock | Health Care | |
| WYNN | Wynn Resorts Limited | Stock | Consumer Discretionary | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| YNDX | Yandex NV | Stock | Communication Services | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| POOL | Pool Corporation | Stock | Consumer Discretionary | |
| IT | Gartner | Stock | Information Technology |
Virtus Kar Mid Risk Profiles
| Mean Deviation | 0.7394 | |||
| Semi Deviation | 0.8282 | |||
| Standard Deviation | 0.9894 | |||
| Variance | 0.9788 |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
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