PSTAX Mutual Fund

PSTAX Mutual Fund

NAV$21.70
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Fund Essentials - as of Jun 30, 2026

Net Assets
$602M
Expense Ratio
1.20%
Dividend Yield (Current)
-
Holdings
29
Inception Date
Oct 16, 1995
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+8.13%
1 Year+6.46%
3 Year+13.50%
5 Year+3.16%
10 Year+12.81%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp8.45%
APHAmphenol Corp. Class A6.52%
VVisa Inc Class A6.19%
GOOGLAlphabet Inc6.09%
AMZNAmazon.Com Inc6.05%
Top 10 Concentration: 55.76%Report Date: Jun 30, 2026
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Dividend Summary

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Latest Distribution
$0.83
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PSTAX Mutual Fund Overview

PSTAX Mutual Fund (Virtus KAR Capital Growth Fund A) is managed by Virtus Investment Partners with $602.3M in net assets. PSTAX expense ratio is 1.20%, holding 29 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 1995-10-16.

PSTAX performance shows a YTD return of 8.13%. The 1-year return is 6.46% and the 5-year return is 3.16%.

PSTAX top holdings include Nvidia Corp (8.4%), Amphenol Corp. Class A (6.5%), Visa Inc Class A (6.2%), Alphabet Inc (6.1%), Amazon.Com Inc (6.0%). Go to all PSTAX holdings, PSTAX sectors, or PSTAX dividends.

PSTAX can be compared against other funds. Use PSTAX overlap to find shared positions, or PSTAX vs another fund for a side-by-side view. PSTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.