Virtus Kar Capital Fund Quote
| PSTAX Fund | USD 23.84 0.14 0.58% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Virtus Kar is trading at 23.84 as of the 28th of November 2024; that is 0.58% down since the beginning of the trading day. The fund's open price was 23.98. 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 Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 65 percent of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. More on Virtus Kar Capital
Moving together with Virtus Mutual Fund
| 0.81 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.98 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.8 | HYPSX | Ridgeworth Seix High | PairCorr |
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Large Growth, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Capital [PSTAX] is traded in USA and was established 28th of November 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Virtus family. This fund at this time has accumulated 551.35 M in assets with no minimum investment requirementsVirtus Kar Capital is currently producing year-to-date (YTD) return of 31.6%, while the total return for the last 3 years was 2.93%.
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 Capital 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 Capital Mutual Fund Constituents
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| WDAY | Workday | Stock | Information Technology | |
| NFLX | Netflix | Stock | Communication Services | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| TTD | Trade Desk | Stock | Information Technology | |
| TCEHY | Tencent Holdings Ltd | Pink Sheet | Internet Content & Information |
Virtus Kar Capital Risk Profiles
| Mean Deviation | 0.6732 | |||
| Semi Deviation | 0.8108 | |||
| Standard Deviation | 0.9262 | |||
| Variance | 0.8578 |
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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