Virtus Mid-Cap Growth A
101 Munson Steet Greenfield MA 01301
Map
Phone: 800-243-1574
| Category: | Mid-Cap Growth | | Fund Family: | Virtus | | Net Assets: | 71.53M | | Year-to-Date Return: | 34.20% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-75 |
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Daniel L. Sido
Lead Manager since
30-Jun-06 | | | Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $25 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation. The fund invests at least 80% of total assets in common stocks that have market capitalizations within the range of companies included in the Russell Midcap Growth Index. |
| Last Dividend
(20-Dec-95):
| 0.02 | | Last Cap Gain
(20-Dec-00):
| 2.09 | | Annual Holdings Turnover
| 93.00% | | Average for Category:
| 132.16% |
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| Expense | PHSKX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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0.63% Nasdaq 
0.03%
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