Virtus KAR Mid-Cap Growth Fund
Shareclass
Virtus KAR Mid-Cap Growth A (PHSKX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Virtus KAR Mid-Cap Growth Fund
FUND COVERAGE
# of holdings32
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. On Holding AG3.3%$35.08M
- 2. Equifax Inc3.18%$33.75M
- 3. Cloudflare Inc6.43%$68.29M
- 4. Toast Inc Class A2.69%$28.6M
- 5. Gartner Inc4.27%$45.32M
- 6. Freshpet Inc1.31%$13.96M
- 7. Insulet Corp3.4%$36.06M
- 8. Trimble Inc2.47%$26.23M
- 9. CoStar Group Inc2.17%$23.09M
- 10. Domino's Pizza Inc2.14%$22.71M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Celsius Holdings Inc4.76%$50.57M
- 2. Houlihan Lokey Inc Class A2.97%$31.49M
- 3. Rollins Inc2.15%$22.8M
- 4. Vertex Inc Class A3.23%$34.34M
- 5. Global E Online Ltd2.42%$25.67M
- 6. The Trade Desk Inc Class A3.31%$35.11M
- 7. Fair Isaac Corp5.12%$54.31M
- 8. West Pharmaceutical Services Inc2.52%$26.78M
- 9. Goosehead Insurance Inc Class A3.79%$40.25M
- 10. HealthEquity Inc2.68%$28.44M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Virtus KAR Mid-Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$33.75M
3.18%
Borders high risk
0
$0
0%
Total
1
$33.75M
3.18%
Holdings — 1 flagged holdings
1.
Equifax Inc
:$33.75M
3.18%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Virtus KAR Mid-Cap Growth Fund PHSKX
Environment
Social
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