Back to top
more

Virtus Kar Mid-cap Growth Fund A: (MF: PHSKX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 06:21 PM ET

$36.20 USD

+0.07 (0.19%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.81 97
3 months -0.88 89
6 months -7.97 98
1 Year -9.55 99
3 Year 3.71 98
5 Year -3.75 98
10 Year 10.62 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 98.67
Bear Market (10/07 - 2/09) -55.50
Bull Market (2/09 - 3/21) 693.04

Load Adjusted Returns as of May 31, 2026

1 Year -13.58
5 Year -6.05
10 Year 9.17
Since Inception 10.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -13.57 NA NA NA
2025 -8.48 12.17 -0.75 -5.24
2024 8.31 -5.09 5.68 -1.12
2023 6.00 9.53 -4.16 9.63
2022 -15.02 -25.78 1.70 3.74
2021 -4.60 7.58 2.20 -3.50

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.81-3.467.4222.00-33.451.2265.2242.347.4933.531.88
% Total Return Rel to Index -12.64-21.68-17.59-4.24-15.25-27.4646.8210.8511.8811.74-10.04
% Total Return Rel to Peer -12.01-16.17-11.96-0.99-13.75-20.8345.3113.9214.3512.85-5.93
% Perf Quintile vs Peer* 5.005.005.003.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.0018.090.000.000.001.040.070.260.631.690.35
Expense Ratio 0.001.261.271.251.251.241.281.401.401.401.39

* 1 = Top 20%, 5 = Bottom 20%