— Know what they know.
Not Investment Advice

PHSKX

Virtus KAR Mid-Cap Growth Fund A
1W: +0.2% 1M: -0.2% 3M: -5.3% YTD: -8.4% 1Y: -39.8% 3Y: -28.2% 5Y: -51.8%
$36.06
+0.33 (+0.92%)
 
Weekly Expected Move ±1.8%
$34 $35 $36 $36 $37
ETF NASDAQ · AUM $547.3M

Similar ETFs

20 peers by holdings overlap (32 holdings)
VRMGX
Virtus KAR Mid-Cap Growth Fund
51.4%
Shared17 holdings
Total31
AUM$549M
Price$39.70
ADJEX
Azzad Ethical Fund
21.7%
Shared13 holdings
Total78
AUM$150M
Price$18.05
VMACX
Virtus KAR Mid-Cap Core Fund
21.5%
Shared7 holdings
Total30
AUM$1.6B
Price$53.03
PARNX
Parnassus Mid Cap Growth Fund - Investor
20.6%
Shared10 holdings
Total43
AUM$849M
Price$58.11
MIDMIDMID
ETF
19.9%
Shared6 holdings
Total39
AUM—
Price—
FRSGX
Franklin Small-Mid Cap Growth A
17.8%
Shared9 holdings
Total67
AUM$3.8B
Price$39.96
ALMRX
Alger Mid Cap Growth Institutional I
17.7%
Shared7 holdings
Total61
AUM$108M
Price$30.12
BARAX
Baron Asset Fund Retail Class
17.3%
Shared6 holdings
Total48
AUM$3.5B
Price$92.71
MID
American Century Mid Cap Growth Impact ETF
17.2%
Shared6 holdings
Total34
AUM$107M
Price$70.94
APHMX
Artisan Mid Cap Fund
17.1%
Shared10 holdings
Total62
AUM$3.4B
Price$44.67
HAGAX
Carillon Eagle Mid Cap Growth Fund
16.1%
Shared13 holdings
Total90
AUM$3.7B
Price$68.53
KMID
Virtus KAR Mid-Cap ETF
15.8%
Shared5 holdings
Total24
AUM$45M
Price$23.64
AFOIX
Alger Mid Cap Focus Fund Class I
15.7%
Shared5 holdings
Total48
AUM$383M
Price$23.72
TWHIX
American Century Heritage Investor Class
15.5%
Shared12 holdings
Total82
AUM$5.8B
Price$21.88
VIMCX
Virtus KAR Mid-Cap Core Fund Class I
15.4%
Shared5 holdings
Total28
AUM$1.6B
Price$55.16
VMCCX
Virtus KAR Mid-Cap Core Fund
15.4%
Shared5 holdings
Total28
AUM$1.6B
Price$46.22
MPAIX
Morgan Stanley Insti Fd Advantage Portfolio Cl I
14.4%
Shared4 holdings
Total27
AUM$298M
Price$27.83
BFTHX
Baron Fifth Avenue Growth Fund
14.4%
Shared5 holdings
Total25
AUM$907M
Price$78.45
DFDMX
DF Dent Midcap Growth Fund Investor Shares
14.0%
Shared6 holdings
Total36
AUM$222M
Price$35.06
TAAGX
Timothy Plan Small/Mid Cap Growth Class A
13.6%
Shared6 holdings
Total47
AUM$119M
Price$17.90

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
PHSKX $547M 32 47.1% 53.8 12.8 6.5 24.8% 11.7% 0.38% +26.8% +32.2% 66.0 6.6
VRMGX $549M 31 51.8% 52.2 11.2 6.6 23.0% 12.4% 0.34% +25.9% +33.5% 66.0 6.7
ADJEX $150M 78 38.0% 48.4 11.8 4.1 25.9% 8.1% 0.40% +18.7% +37.4% 64.0 6.7
VMACX $1.6B 30 46.9% 31.4 6.3 4.1 20.9% 13.2% 1.05% +10.7% +8.2% 66.9 6.9
PARNX $849M 43 34.4% 38.8 12.4 5.5 33.6% 13.9% 0.44% +27.2% +29.9% 61.2 6.2
MIDMIDMID — 39 43.5% 44.5 10.5 2.6 24.4% 5.7% 0.61% +19.9% +17.3% 57.0 6.2
FRSGX $3.8B 67 30.1% 40.1 12.0 2.9 31.7% 7.0% 0.56% +26.4% +25.1% 61.1 6.4
ALMRX $108M 61 32.1% 35.2 10.4 3.0 19.7% 8.1% 0.32% +30.2% +35.8% 59.0 6.1
BARAX $3.5B 48 36.7% 30.1 6.0 4.4 20.6% 14.6% 0.60% +19.7% +29.6% 63.2 6.4
MID $107M 34 52.3% 49.4 12.1 5.7 24.0% 10.9% 0.30% +21.9% +52.8% 58.0 6.3
APHMX $3.4B 62 31.1% 40.4 6.4 2.3 15.6% 5.1% 0.36% +39.1% +41.6% 60.8 6.3

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms