Virtus KAR Mid-Cap Core has struggled in recent years, but its two proven managers and a rigorous approach make it a great option at the right price.
Virtus KAR Mid-Cap Core Fund Class A VMACX
- NAV / 1-Day Return 54.51 / −0.07 %
- Total Assets 1.8B
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 16%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 1:51 AM GMT+0
Morningstar’s Analysis VMACX
Will VMACX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the VMACX 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 VMACX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AMETEK Inc | 6.28 | 123M | Industrials |
Westinghouse Air Brake Technologies Corp | 5.72 | 112M | Industrials |
Teledyne Technologies Inc | 5.70 | 112M | Technology |
Monolithic Power Systems Inc | 5.28 | 104M | Technology |
Houlihan Lokey Inc Class A | 4.45 | 87M | Financial Services |
Ross Stores Inc | 4.28 | 84M | Consumer Cyclical |
West Pharmaceutical Services Inc | 3.89 | 76M | Healthcare |
EMCOR Group Inc | 3.71 | 73M | Industrials |
Old Dominion Freight Line Inc Ordinary Shares | 3.69 | 72M | Industrials |
Heico Corp Class A | 3.58 | 70M | Industrials |
United States