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Virtus Kar Capital Growth Fund A: (MF: PSTAX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$19.43 USD
-0.13 (-0.67%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in October 1995 and is managed by Phoenix Investment Counsel. The fund seeks long-term capital appreciation by focusing on timely investment themes. The fund invests primarily in stocks of U.S. and foreign companies of any capitalization that the advisor believes are well positioned to benefit from cultural, demographic, regulatory, social, or technological changes worldwide and that offer growth potential. The fund offers dividends semi-annually and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Virtus KAR Capital Growth A | PSTAX | 5.50 | NA | 0.00 | 0.25 | 0.70 | 1.22 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Virtus Strategic Growth C | SSTFX | 12.13 | 11/3/1997 | 0.00 | 37.82 | 2.98 | 12.27 |
| Virtus Strategic Growth A | PSTAX | 19.43 | 10/16/1995 | 0.00 | 38.99 | 3.86 | 13.21 |
| Virtus Strategic Growth I | PLXGX | 21.79 | 10/2/2006 | 0.00 | 39.29 | 4.06 | 13.32 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Virtus KAR Capital Growth A | PSTAX | 2500 | 100 | 100 | S |
Contact Information
| Family | Virtus Funds |
| Address | 100 Pearl St., 9th Fl. Hartford, CT 06103 |
| Phone | 800 243-1574 |