Virtus Kar Mid-cap Growth Fund I: (MF: PICMX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$63.72 USD
+0.07 (0.11%)
Fund Description
The fund was incepted in March 1968 and is managed by Phoenix Investment Counsel. The fund seeks capital appreciation by investing in common stocks of dynamic, rapidly growing companies. Under normal circumstances, the fund invests at least 65% of its total assets in equity securities, including common and preferred stocks, and securities convertible into common stocks. Companies selected for fund investment may be of any size, but the fund tends to invest more in small and medium capitalization companies. The fund distributes dividends semiannually and capital gains annually.
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Virtus KAR Mid-Cap Growth I | PICMX | NA | NA | 0.00 | 0.00 | 0.73 | 1.03 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Virtus Mid-Cap Growth Fund A | PHSKX | 58.45 | 12/31/1975 | 0.00 | 0.36 | 3.58 | 5.49 |
Virtus Mid-Cap Growth Fund C | PSKCX | 42.01 | 1/2/2001 | 0.00 | -0.41 | 2.76 | 4.67 |
Virtus Mid-Cap Growth Fund I | PICMX | 63.72 | 9/26/2007 | 0.00 | 0.60 | 3.82 | 5.74 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Virtus KAR Mid-Cap Growth I | PICMX | 100000 | 0 | 0 | S |
Contact Information
Family | Virtus Funds |
Address | 100 Pearl St., 9th Fl. Hartford, CT 06103 |
Phone | 800 243-1574 |