PSKCX — Virtus KAR Mid-Cap Growth Fund
Data updated: 2026-06-01
PSKCX — Virtus KAR Mid-Cap Growth Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Mid Cap Growth Equity · $435.01M AUM · 2.04% expense ratio · -9.5% 1-yr return. From SEC regulatory filings.
PSKCX Fund Overview
PSKCX — Virtus KAR Mid-Cap Growth Fund is a US mutual fund managed by Virtus Equity Trust, categorised as United States Mid Cap Growth Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Virtus Equity Trust
- Category: United States Mid Cap Growth Equity
- Assets under management: $435.01M
- 1-year return: -9.5%
- Ticker: PSKCX
- SEC CIK: 0000034273
- SEC series ID: S000021180
- Share class ID: C000060296
PSKCX Holdings
Top 10 holdings of Virtus KAR Mid-Cap Growth Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Cloudflare Inc | 8.58% |
| Amphenol Corporation | 7.18% |
| Comfort Systems USA Inc. | 6.17% |
| Mercadolibre Inc | 4.35% |
| Monolithic Power Systems Inc. | 4.34% |
| West Pharmaceutical Services Incorporated | 3.66% |
| IDEXX Laboratories Inc. | 3.46% |
| Toast Inc | 3.29% |
| The New York Times Company | 3.05% |
| Houlihan Lokey Inc. | 3.00% |
PSKCX Portfolio Allocation
Asset-class allocation of Virtus KAR Mid-Cap Growth Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.1% |
PSKCX Performance
Total returns for PSKCX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -13.7% |
| 1 year | -9.5% |
| 3 years (annualised) | -6.4% |
| 5 years (annualised) | -13.7% |
PSKCX Risk Information
Risk metrics for PSKCX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 14.0%
PSKCX Costs and Fees
PSKCX costs about $204 per $10,000 invested per year in fund expenses.
- Net expense ratio: 2.04%
- Gross expense ratio: 2.04%
- Portfolio turnover: 27%
- Brokerage commissions: 6.79 bps of average net assets (SEC N-CEN)
PSKCX Cashflows
Over the 12 months to 2026-03, Virtus KAR Mid-Cap Growth Fund had net outflows of $352.78M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$36.90M |
| 2026-02 | −$41.48M |
| 2026-01 | −$79.27M |
| 2025-12 | $94.67M |
| 2025-11 | −$41.33M |
| 2025-10 | −$40.90M |
PSKCX Debt Constituents
No individual debt constituents are reported in Virtus KAR Mid-Cap Growth Fund's latest SEC N-PORT filing.
PSKCX Prospectus and SEC Filings
Official Virtus KAR Mid-Cap Growth Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Mid Cap Growth Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.