Virtus KAR Health Sciences P (AAAEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Virtus KAR Health Sciences P
New York, NY 10109
1633 BROADWAY
Allianz Funds
+1 8004985413
Management information
,Lead manager since 24 July 2022
Mr. Armbruster is a Portfolio Manager and Research Analyst at KAR with primary research responsibilities for the large-capitalization consumer discretionary, health care, and information technology sectors. Before joining Kayne Anderson Rudnick in 2013, Mr. Armbruster worked at B. Riley & Co. as an associate analyst covering special situations, and at Al Frank Asset Management as a vice president in equity research.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryHealth
Fund familyVirtus
Net assets144.35M
YTD return3.41%
Yield0.00%
Morningstar rating★★★★
Inception date21 Dec 2014
Fund operations
Last dividend0.24
Last cap gain1.00
Holdings turnover75.00%
Average for categoryN/A
Fees and expenses
ExpenseAAAEXCategory average
Annual report expense ratio (net)1.12%1.03%
Prospectus net expense ratio1.12%N/A
Prospectus gross expense ratio1.14%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.19%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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