Virtus KAR Mid-Cap Growth Fund A (PHSKX)
37.16
-0.44
(-1.17%)
USD |
Aug 24 2026
PHSKX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.00% |
| Stock | 99.05% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.95% |
Market Capitalization
As of March 31, 2026
| Large | 12.09% |
| Mid | 49.52% |
| Small | 38.39% |
Region Exposure
| Americas | 94.44% |
|---|---|
|
North America
|
90.09% |
| United States | 90.09% |
|
Latin America
|
4.35% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.61% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.73% |
| Switzerland | 2.73% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
1.88% |
| Israel | 1.88% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.95% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.40% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
14.10% |
| Financials |
|
8.30% |
| Real Estate |
|
0.00% |
| Sensitive |
|
57.93% |
| Communication Services |
|
4.85% |
| Energy |
|
0.00% |
| Industrials |
|
18.91% |
| Information Technology |
|
34.17% |
| Defensive |
|
19.66% |
| Consumer Staples |
|
4.35% |
| Health Care |
|
15.32% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of March 31, 2026
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 | -- |