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PLXGX
Mutual Fund ticker: NASDAQ
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Virtus KAR Capital Growth I (PLXGX) Ownership - Who owns Virtus KAR Capital Growth I?

The investment seeks long-term capital growth... Show more

Category: #Large Growth

Profile

Category
Large Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com

Details

Group
Domestic Stock Funds
Category
Large Growth
Total Expense Ratio
0.99
Min. Initial Investment
100000.00
Fund Existence
almost 19 years
Turnover
14.00
Front Load
N/A
Net Assets
698683460.00
Manager Tenure
N/A

Fundamentals

PLXGX
Net Assets
699M
Fund Existence
almost 19 years
Turnover
14.00
Total Expense Ratio
0.99
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Growth
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.99
Assets in Top Ten Holdings
250M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
38.5M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.70
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
38.00
Number of Net Holdings
38.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
48.23%
Gain YTD
8.147
Annual Yield % from dividends
0.00
Returns for 1 year
11.10
Returns for 3 years
12.55
Returns for 5 years
-3.17
Returns for 10 years
56.01
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com