Morningstar

Virtus KAR Health Sciences C RCGHX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 17.66  /  −0.28 %
  • Total Assets 140.1 Mil
  • Adj. Expense Ratio
    2.140%
  • Expense Ratio 2.140%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 6%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:28 PM GMT+0

Morningstar’s Analysis RCGHX

Will RCGHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RCGHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RCGHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RCGHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus KAR Health Sciences C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RCGHX

More RCGHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Merck & Co Inc

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Edwards Lifesciences Corp

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McKesson Corp

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The Cooper Companies Inc

4.01 5.8 Mil
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IDEXX Laboratories Inc

3.90 5.7 Mil
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Danaher Corp

3.82 5.6 Mil
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