PSKCX Mutual Fund

NAV$23.63

Fund Essentials - as of Mar 31, 2026

Net Assets
$17M
Expense Ratio
2.04%
Dividend Yield (Current)
77.09%
Holdings
32
Inception Date
Jan 2, 2001
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-3.69%
1 Year+28.46%
3 Year+13.58%
5 Year+1.91%
10 Year+13.97%

Asset Allocation

Stocks: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
NETCloudflare Inc8.58%
APHAmphenol Corp. Class A7.18%
FIXComfort Systems USA Inc.6.17%
MELIMercadolibre Inc Common Stock4.35%
MPWRMonolithic Power Systems Inc_None_04.34%
Top 10 Concentration: 47.08%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
77.09%
Frequency
Annually
Latest Distribution
$0.07
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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PSKCX Mutual Fund Overview

PSKCX Mutual Fund (Virtus KAR Mid-Cap Growth Fund C) is managed by Virtus Investment Partners with $17.2M in net assets. PSKCX expense ratio is 2.04%, holding 32 positions across sectors including Information Technology, Industrials, Unknown. Inception date: 2001-01-02.

PSKCX performance shows a YTD return of -3.69%. The 1-year return is 28.46% and the 5-year return is 1.91%. PSKCX dividend yield stands at 77.09%, paid annually.

PSKCX top holdings include Cloudflare Inc (8.6%), Amphenol Corp. Class A (7.2%), Comfort Systems USA Inc. (6.2%), Mercadolibre Inc Common Stock (4.3%), Monolithic Power Systems Inc_None_0 (4.3%). View all PSKCX holdings, sector breakdown, or dividend history.

PSKCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PSKCX alternatives are available via the screener, along with tax-loss harvesting opportunities.