Back to top
more

Virtus Kar Capital Growth Fund I: (MF: PLXGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:43 PM ET

$18.97 USD

+0.03 (0.16%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -5.54 91
3 months -7.05 94
6 months -6.97 96
1 Year -0.81 96
3 Year 17.05 50
5 Year 4.33 86
10 Year 13.37 45

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.93
Bull Market (2/09 - 3/21) 916.94

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.05
5 Year 5.47
10 Year 12.94
Since Inception 9.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.33 14.86 0.60 -1.09
2024 14.53 1.04 5.65 3.12
2023 10.85 11.22 -3.65 13.48
2022 -13.42 -28.63 -0.28 4.04
2021 -1.74 8.35 1.87 3.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.547.0526.1034.81-35.9011.8748.9239.96-7.5835.62-0.96
% Total Return Rel to Index -3.21-11.161.078.56-17.69-16.8030.528.47-3.1813.82-12.90
% Total Return Rel to Peer -3.29-5.656.7011.81-16.20-10.1829.0011.54-0.7214.94-8.78
% Perf Quintile vs Peer* 5.004.000.001.005.005.001.001.004.001.005.00
% 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 ($) 0.001.502.821.093.302.120.830.511.551.031.15
Expense Ratio 0.000.980.991.001.011.001.011.020.991.081.05

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