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Virtus KAR Mid-Cap Core A VMACX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 55.87  /  0.09 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 21%

Morningstar’s Analysis VMACX

Will VMACX outperform in future?

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

A sound investment process and strong management team underpin Virtus KAR Mid-Cap Core A's Morningstar Medalist Rating of Silver.

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 second-highest quintile among peers.

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Portfolio Holdings VMACX

  • Current Portfolio Date
  • Equity Holdings 30
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.89
109,357,176
Industrials
4.81
89,287,223
Healthcare
4.21
78,156,472
Industrials
4.06
75,471,722
Industrials
4.04
75,067,859
Industrials
3.97
73,740,271
Consumer Defensive
3.80
70,627,537
Financial Services
3.79
70,281,781
Technology
3.68
68,255,572
Consumer Cyclical