Virtus KAR Mid-Cap Growth Fund (PHSKX) Alternatives
Virtus KAR Mid-Cap Growth Fund (PHSKX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PHSKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PHSKX
PHSKX charges 1.24% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PHSKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PHSKX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PHSKX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PHSKX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PHSKX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PHSKX vs VMGMX |
Best Risk-Adjusted Alternatives to PHSKX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | PHSKX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | PHSKX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | PHSKX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | PHSKX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | PHSKX vs BFGIX |
Top Performing PHSKX Alternatives (YTD)
PHSKX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | PHSKX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | PHSKX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | PHSKX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | PHSKX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | PHSKX vs NEEGX |
Lowest Volatility Alternatives to PHSKX
PHSKX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | PHSKX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | PHSKX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | PHSKX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | PHSKX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | PHSKX vs VSNGX |
Lowest Drawdown Alternatives to PHSKX
PHSKX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | PHSKX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PHSKX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | PHSKX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PHSKX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PHSKX vs VLEQX |
Other Mutual Funds from Virtus
Most popular Virtus mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 38 | 0.42% | Oct 29, 2019 | PHSKX vs AIO | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | PHSKX vs VKSIX | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 94 | -0.19% | Feb 28, 2006 | PHSKX vs SAMBX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 4 | -6.62% | Jun 22, 2009 | PHSKX vs VIMCX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 0 | -12.20% | Jun 28, 2006 | PHSKX vs PXSGX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 3 | -16.13% | Oct 16, 1995 | PHSKX vs PSTAX | |
| The Merger Fund | Event Driven | 99 | 0.46% | Jan 30, 1989 | PHSKX vs MERFX | |
| Virtus Silvant Large-Cap Growth Stock Fund | Large Cap Growth Equities | 23 | -14.37% | Jun 9, 1992 | PHSKX vs STCIX | |
| Virtus Duff & Phelps Real Estate Securities Fund | REIT | 11 | 2.88% | Mar 1, 1995 | PHSKX vs PHRAX | |
| Virtus KAR International Small-Mid Cap Fund | Foreign Small & Mid Cap Equities | 3 | -8.80% | Sep 4, 2012 | PHSKX vs VIISX |
Often Compared With PHSKX
What investors most often compare with PHSKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pacer US Large Cap Cash Cows Growth Leaders ETF | Mid Cap Growth Equities | 29 | -4.15% | Dec 21, 2022 | PHSKX vs COWG | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | PHSKX vs SPY |
Compare PHSKX with Any Fund or Stock
Compare PHSKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.