PLXGX : Virtus KAR Capital Growth Fund Class I

PLXGX is a US Stocks Market Large Growth with MODERATE fees.

PLXGX

Virtus KAR Capital Growth Fund Class I

FI Score

39 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

39% FI Score
  • plxgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Virtus KAR Capital Growth Fund Class I

Expenses: 1.02% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 65% of its assets in equity securities of large market capitalization companies. The fund invests in a select group of large market capitalization growth companies believed to be undervalued relative to their future growth potential. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk, and to be able to grow over market cycles. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Largest Holdings

Amount Holding
8.83% Amazon.com Inc
6.15% Alibaba Group Holding Ltd ADR
5.46% Facebook Inc A
4.96% Visa Inc Class A
4.65% Netflix Inc
4.19% NVIDIA Corp
3.87% Paycom Software Inc
3.43% Tencent Holdings Ltd ADR
3.10% Zoetis Inc Class A
2.77% Nike Inc B
2.62% Avalara Inc
2.44% CoStar Group Inc
2.39% Bill.com Holdings Inc Ordinary Shares
2.27% Workday Inc Class A
2.25% Bank of America Corp
2.23% Amphenol Corp Class A
2.15% The Trade Desk Inc A
2.13% Ecolab Inc
2.12% Roper Technologies Inc
2.02% Danaher Corp
1.97% Procter & Gamble Co
1.96% MarketAxess Holdings Inc
1.89% Ross Stores Inc
1.67% Las Vegas Sands Corp
1.61% Kansas City Southern

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