Virtus KAR Mid-Cap Growth Fund A (PHSKX)
35.14
+0.93
(+2.72%)
USD |
Apr 08 2026
PHSKX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 99.15% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.85% |
Market Capitalization
As of December 31, 2025
| Large | 12.26% |
| Mid | 48.48% |
| Small | 39.26% |
Region Exposure
| Americas | 92.79% |
|---|---|
|
North America
|
88.41% |
| United States | 88.41% |
|
Latin America
|
4.38% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.36% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
3.22% |
| Switzerland | 3.22% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
3.14% |
| Israel | 3.14% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.85% |
|---|
Stock Sector Exposure
| Cyclical |
|
27.64% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
17.71% |
| Financials |
|
9.92% |
| Real Estate |
|
0.00% |
| Sensitive |
|
51.08% |
| Communication Services |
|
4.56% |
| Energy |
|
0.00% |
| Industrials |
|
11.32% |
| Information Technology |
|
35.20% |
| Defensive |
|
19.27% |
| Consumer Staples |
|
4.51% |
| Health Care |
|
14.76% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.01% |
| Non Classified Equity |
|
2.01% |
| Not Classified - Non Equity |
|
0.00% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |