Virtus KAR Mid-Cap Growth Fund Class C (PSKCX)

Overview

The fund is focused on investing a significant portion of its assets, specifically at least 80%, in equity securities of medium market capitalization companies. It primarily aims for medium market capitalization growth companies that are assessed by the subadviser to be undervalued in comparison to their potential for future growth. While its primary focus is on investments within the U.S., the fund also possesses the flexibility to invest in foreign securities, including depositary receipts. This strategy highlights the fund’s approach to capitalize on growth opportunities in both domestic and international markets by focusing on undervalued companies with potential for significant growth.

Products and Services

• Equity Securities of Medium Market Capitalization Companies

  The fund dedicates at least 80% of its assets to equity securities of companies with medium market capitalization. This includes stocks of companies that are not too large to limit growth potential, yet not too small to pose excessive risk. This strategy is rooted in the belief that medium-sized companies offer a favorable balance of growth potential and stability.

• Select Group of Growth Companies

  Investments are made in a carefully selected group of growth companies that the subadviser believes to be undervalued relative to their future growth potential. This selectivity ensures a focus on quality investments which have the potential for significant appreciation in value over time, based on fundamentals and growth prospects.

• U.S. and Foreign Securities

  Although the primary focus is on U.S. companies, the fund’s investment portfolio may include foreign securities and depositary receipts. This diversification allows the fund to take advantage of global growth opportunities outside the U.S., thus potentially enhancing returns while spreading investment risk across different markets and economies.