PSTAX Mutual Fund

PSTAX Mutual Fund (Virtus KAR Capital Growth Fund A) is managed by Virtus Investment Partners with $560.1M in net assets. PSTAX expense ratio is 1.20%, holding 31 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1995-10-16.

PSTAX performance shows a YTD return of 1.73%. The 1-year return is 0.72% and the 5-year return is 4.03%. PSTAX dividend yield stands at 7.37%, paid annually.

PSTAX top holdings include Nvidia Corp (8.4%), Amphenol Corp. Class A (6.5%), Visa Inc Class A (6.2%), Alphabet Inc,class A (6.1%), Amazon.Com Inc (6.0%). Go to all PSTAX holdings, PSTAX sectors, or PSTAX dividends.

PSTAX can be compared against other funds. Use PSTAX overlap to find shared positions, or PSTAX vs another fund for a side-by-side view. PSTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.