# Portfolio overlap — VRMCX vs PHSKX

Comparing **Virtus KAR Mid-Cap Core Fund** (2026-03-31) and **Virtus KAR Mid-Cap Growth Fund** (2026-03-31).

- Shared positions: 7
- Virtus KAR Mid-Cap Core Fund covered by Virtus KAR Mid-Cap Growth Fund: 0.2153032492438682944670684798
- Virtus KAR Mid-Cap Growth Fund covered by Virtus KAR Mid-Cap Core Fund: 0.2153032492438682944670684798

## Virtus KAR Mid-Cap Core Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| AMETEK INC NEW | 0.063901 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.058135 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.057993 |  |
| MONOLITHIC POWER SYS INC | 0.053680 | ✓ |
| HOULIHAN LOKEY I | 0.045257 | ✓ |
| ROSS STORES INC | 0.043573 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.039520 | ✓ |
| EMCOR GROUP INC | 0.037699 |  |
| OLD DOMINION FRT | 0.037500 | ✓ |
| HEICO CORP CL A | 0.036426 |  |
| VERISK ANALYTICS INC | 0.034415 |  |
| ADVANCED DRAINAGE SYSTEMS INC | 0.033351 |  |
| COOPER COS INC | 0.033005 |  |
| PENTAIR PLC | 0.032407 |  |
| MSCI INC | 0.031211 |  |
| EQUIFAX INC | 0.029807 | ✓ |
| HAMILTON LANE INC - A | 0.029237 |  |
| ALIGN TECHNOLOGY INC | 0.029009 |  |
| LPL FINL HLDGS INC | 0.028362 |  |
| NORDSON CORP | 0.026618 |  |
| CH ROBINSON WORLDWIDE INC | 0.025841 |  |
| ROLLINS INC | 0.025466 | ✓ |
| JACK HENRY | 0.024511 |  |
| LENNOX INTL INC | 0.023614 |  |
| POOL CORP | 0.022108 |  |
| ALLEGION PLC | 0.021758 |  |
| EXPONENT INC | 0.021163 |  |
| BROADRIDGE FINL | 0.020976 |  |
| UNIVERSAL DISPLAY CORP | 0.016950 |  |
| BROWN & BROWN | 0.016508 |  |

## Virtus KAR Mid-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CLOUDFLARE INC-A | 0.086593 |  |
| AMPHENOL CORPORATION CL A | 0.072462 |  |
| COMFORT SYSTEMS USA INC | 0.062302 |  |
| MERCADOLIBRE INC | 0.043923 |  |
| MONOLITHIC POWER SYS INC | 0.043804 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.036917 | ✓ |
| IDEXX LABS INC | 0.034959 |  |
| TOAST INC-A | 0.033215 |  |
| NEW YORK TIMES CO CL A | 0.030809 |  |
| HOULIHAN LOKEY I | 0.030241 | ✓ |
| INSULET CORP | 0.028988 |  |
| CELSIUS HOLDINGS INC | 0.028897 |  |
| TOPBUILD CORP | 0.028733 |  |
| FAIR ISAAC CORP | 0.028549 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.028379 | ✓ |
| EQUIFAX INC | 0.028200 | ✓ |
| ON HOLDING AG | 0.027586 |  |
| HEALTHEQUITY INC | 0.027302 |  |
| TRIMBLE INC | 0.027099 |  |
| ROLLINS INC | 0.025973 | ✓ |
| DATADOG INC CL A | 0.025497 |  |
| MEDLINE INC-A | 0.025012 |  |
| PTC INC | 0.022836 |  |
| OLD DOMINION FRT | 0.022297 | ✓ |
| COPART INC | 0.021971 |  |
| DOMINOS PIZZA INC | 0.021764 |  |
| PURE STORAGE INC CL A | 0.020936 |  |
| GOOSEHEAD INSURANCE | 0.019584 |  |
| GLOBAL-E ONLINE LTD | 0.018968 |  |
| REDDIT INC-A | 0.017736 |  |
| FRESHPET INC | 0.014568 |  |
| VERTEX INC - CLASS A | 0.013903 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022778` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022778/0000940400-26-022778-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022773` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/34273/000094040026022773/0000940400-26-022773-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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