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Virtus KAR Mid-Cap Core C VMCCX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 48.82  /  −0.06 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 21%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 12:27 AM GMT+0

Morningstar’s Analysis VMCCX

Will VMCCX 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 C'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 most expensive quintile among peers.

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Portfolio Holdings VMCCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AMETEK Inc

5.87 134.8 Mil
Industrials

The Cooper Companies Inc

4.29 98.6 Mil
Healthcare

Monolithic Power Systems Inc

4.29 98.5 Mil
Technology

Pool Corp

4.21 96.7 Mil
Industrials

Lamb Weston Holdings Inc

4.15 95.3 Mil
Consumer Defensive

Azenta Inc

4.13 94.8 Mil
Healthcare

West Pharmaceutical Services Inc

4.03 92.5 Mil
Healthcare

Ross Stores Inc

4.02 92.4 Mil
Consumer Cyclical

Lennox International Inc

3.78 86.8 Mil
Industrials

Houlihan Lokey Inc Class A

3.77 86.7 Mil
Financial Services