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Virtus Kar Mid-cap Growth Fund I: (MF: PICMX)

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

$38.87 USD

+0.08 (0.21%)

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

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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 -5.73 97
3 months -0.82 88
6 months -7.87 98
1 Year -9.34 98
3 Year 3.96 98
5 Year -3.53 98
10 Year 10.87 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -55.36
Bull Market (2/09 - 3/21) 726.19

Load Adjusted Returns as of May 31, 2026

1 Year -8.64
5 Year -4.82
10 Year 10.00
Since Inception 6.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -13.54 NA NA NA
2025 -8.42 12.23 -0.69 -5.19
2024 8.37 -5.05 5.74 -1.05
2023 6.05 9.60 -4.11 9.72
2022 -14.97 -25.75 1.75 3.81
2021 -4.53 7.64 2.26 -3.44

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.73-3.237.6622.30-33.311.4765.3842.777.7733.812.15
% Total Return Rel to Index -12.55-21.45-17.35-3.94-15.10-27.2046.9711.2812.1612.01-9.77
% Total Return Rel to Peer -11.93-15.95-11.72-0.69-13.61-20.5845.4614.3414.6313.13-5.66
% 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 0.001.031.031.021.011.001.031.111.151.151.14

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