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 a closer substitute for your current allocation.
Cheapest Alternatives to PHSKX
PHSKX charges 1.24% annually. There are 138 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | PHSKX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PHSKX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PHSKX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | PHSKX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | PHSKX vs VMFGX |
Best Risk-Adjusted Alternatives to PHSKX
PHSKX has a PortfoliosLab risk / return rank of 1. There are 150 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | PHSKX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | PHSKX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | PHSKX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | PHSKX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | PHSKX vs POAGX |
Top Performing PHSKX Alternatives (YTD)
PHSKX is at -4.48% YTD. There are 156 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | PHSKX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | PHSKX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | PHSKX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | PHSKX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | PHSKX vs POAGX |
Lowest Volatility Alternatives to PHSKX
PHSKX has 19.69% 1-year volatility. There are 103 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | PHSKX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | PHSKX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | PHSKX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | PHSKX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | PHSKX vs VLIFX |
Lowest Drawdown Alternatives to PHSKX
PHSKX has a 1-year max drawdown of -23.77%. There are 152 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PHSKX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | PHSKX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PHSKX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PHSKX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PHSKX vs SECUX |
Other Mutual Funds from Virtus
The 10 most viewed Virtus mutual funds shown here include AIO, SAMBX, VKSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 34 | 26.53% | — | Oct 2019 | PHSKX vs AIO | |
| Virtus Seix Floating Rate High Income Fund | Bank Loan | 97 | 3.03% | — | Feb 2006 | PHSKX vs SAMBX | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -4.29% | — | Mar 2018 | PHSKX vs VKSIX | |
| Virtus KAR Small-Cap Core Fund | Mid Cap Growth Equities | 6 | 8.22% | — | Oct 1996 | PHSKX vs PKSFX | |
| Virtus KAR Capital Growth Fund | Large Cap Growth Equities | 6 | 5.81% | — | Oct 1995 | PHSKX vs PSTAX | |
| Virtus KAR Mid-Cap Core Fund | Mid Cap Growth Equities | 2 | 0.98% | — | Jun 2009 | PHSKX vs VIMCX | |
| The Merger Fund | Event Driven | 97 | 1.51% | — | Jan 1989 | PHSKX vs MERFX | |
| Virtus KAR Small-Cap Growth Fund | Small Cap Growth Equities | 1 | -2.25% | — | Jun 2006 | PHSKX vs PXSGX | |
| Virtus Stone Harbor Emerging Markets Income Fund | Emerging Markets Bonds | 57 | 17.95% | — | Dec 2010 | PHSKX vs EDF | |
| Virtus Tactical Allocation Fund | Diversified Portfolio | 4 | 1.93% | — | Sep 1940 | PHSKX vs NAINX |
Often Compared With PHSKX
Investors most often compare PHSKX with COWG, SPY, KMKAX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PHSKX with Any Fund or Stock
Compare PHSKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHSKX with funds that move differently
Virtus KAR Mid-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHSKX.
Explore PHSKX Diversifiers