Virtus Kar Capital Fund Quote
| SSTFX Fund | USD 10.81 0.04 0.37% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Virtus Kar is trading at 10.81 as of the 18th of January 2025; that is 0.37 percent increase since the beginning of the trading day. The fund's open price was 10.77. Virtus Kar has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of October 2024 and ending today, the 18th of January 2025. 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 against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Large Growth, Virtus (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Capital [SSTFX] is traded in USA and was established 18th of January 2025. 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 1.89%, while the total return for the last 3 years was 4.47%.
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
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| 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 | |
| PAYC | Paycom Soft | Stock | Information Technology |
Virtus Kar Capital Risk Profiles
| Mean Deviation | 1.17 | |||
| Standard Deviation | 3.08 | |||
| Variance | 9.47 | |||
| Risk Adjusted Performance | (0.07) |
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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