PSKCX

Active

Virtus KAR Mid-Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
2.04%
Annual Cost per $10K
$204.00
30-Year Fee Drag per $10K
$33,394
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-3.56%

Asset Allocation

US Equity
90%
Intl Equity
10%

Fee Comparison

PSKCX
2.04%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

92% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

-5.44%3Y
Compare to

Fee Impact Calculator

$
%
PSKCX at 2.04%$213,641
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$166,972
Cost vs index fund−$163,783

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
PSKCXVirtus KAR Mid-Cap Growth Fund2.04%
RICAXInvestment Co of America1.36%
JDVFXDisciplined Value Fund1.71%
BPTUXBaron Partners Fund1.99%
CDIRXColumbia Dividend Income Fund1.15%
PMAQXMidCap Fund1.46%
FBCCXFidelity Blue Chip Growth Fund0.97%
RRBGXT. Rowe Price Blue Chip Growth Fund, Inc.1.21%
MEGRXMFS Growth Fund1.08%
FOCKXFidelity OTC Portfolio1.05%
QCGRFXCollege Retirement Equities Fund - Growth Account
FRDRXFranklin Rising Dividends Fund1.08%
RRGSXT. Rowe Price Growth Stock Fund, Inc.1.16%
FDNRXFranklin Dynatech Fund1.07%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
FNITXFidelity Advisor New Insights Fund1.15%
JMUEXJPMorgan U.S. Equity Fund0.94%
WFPCXAllspring Special Mid Cap Value Fund1.87%
MCVRXMFS Mid Cap Value Fund1.24%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
FGSRXFranklin Growth Fund1.04%
FSIUXInvesco Dividend Income Fund1.69%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
TWCCXUltra Fund1.89%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
TWRCXGrowth Fund1.89%
PAFDXT. Rowe Price Equity Income Fund0.98%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
CSECXCalvert Equity Fund1.65%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
VAFAXInvesco American Franchise Fund0.93%
POLRXPolen Growth Fund1.22%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
NDVAXMFS New Discovery Value Fund1.46%
MSHLXGROWTH PORTFOLIO1.37%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
DDFIXInvesco Diversified Dividend Fund1.07%
MCPRXMFS Mid Cap Growth Fund1.02%
TAMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.10%
SBLGXClearBridge Large Cap Growth Fund1.01%
DCCCXMacquarie Small Cap Core Fund1.81%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
LMPPXClearBridge Appreciation Fund1.24%
KTCCXDWS Science and Technology Fund1.75%
MSRRXMFS Research Fund1.02%
PASSXT. Rowe Price Small-Cap Stock Fund, Inc.1.15%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
VLNPXVoya Small Cap Growth Fund2.01%
LGLRXLord Abbett Growth Leaders Fund1.15%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
EPGAXFidelity Advisor Equity Growth Fund0.92%
HGICXHARTFORD CORE EQUITY FUND1.45%
NLSAXNeuberger Berman Long Short Fund1.68%
SBPLXClearBridge Dividend Strategy Fund1.74%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
MITBXMassachusetts Investors Trust1.45%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
JENIXThe Jensen Quality Growth Fund Inc1.26%
WGROXWasatch Core Growth Fund1.17%
JSECXJPMorgan Small Cap Equity Fund1.24%
FCPVXFidelity Small Cap Value Fund1.20%
CSCIXCohen & Steers Real Estate Securities Fund1.75%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
FHCLXSelect Health Care Portfolio
LMPFXClearBridge Growth Fund1.13%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
ATHAXHeritage Fund1.25%
DAGVXBNY Mellon Dynamic Value Fund0.93%
GTECXGateway Fund1.70%
ASMMXInvesco Summit Fund1.23%
FRUSXFranklin Utilities Fund1.21%
HQIRXTHE HARTFORD EQUITY INCOME FUND1.36%
ISTNXMacquarie Science and Technology Fund1.42%
RAGTXVirtus Zevenbergen Technology Fund1.44%
SMVLXSmead Value Fund1.22%
MEFAXMassMutual Mid Cap Growth Fund1.11%
ESPAXAllspring Special Small Cap Value Fund1.17%
CSMEXCarillon Scout Mid Cap Fund1.25%
FKARXFranklin Growth Opportunities Fund1.19%
BGRUXBARON GROWTH FUND1.09%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
GSPQXGoldman Sachs U.S. Equity Dividend and Premium Fund1.76%
MVISXPatient Opportunity Trust1.42%
OASGXOptimum Small-Mid Cap Growth Fund2.19%
FKMCXFidelity Mid-Cap Stock Fund1.69%
FRVFXFranklin Small Cap Value Fund1.72%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
SASMXClearBridge Small Cap Growth Fund1.19%
SGRAXAllspring Growth Fund1.15%
MRERXMFS Core Equity Fund0.88%
DVLRXMacquarie Small Cap Value Fund1.35%
FTCHXInvesco Technology Fund1.76%
BSCUXBARON SMALL CAP FUND1.05%
WMICXWasatch Micro Cap Fund1.66%
JLCFXFundamental Large Cap Core Fund0.91%
BARUXBARON ASSET FUND1.04%

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