A period of uncharacteristically weak results and an uptick in analyst departures amid broader organizational change prompt a downgrade to Virtus KAR Mid-Cap Core’s People Pillar to Above Average from High, while the Process Pillar remains Above Average.
Virtus KAR Mid-Cap Core Fund Class R6 VRMCX
- NAV / 1-Day Return $55.28 / −0.41 %
- Fund Size $1.4B
- Adjusted Expense Ratio 0.870%
- Net Expense Ratio 0.870%
- Fee Level: Distribution High
- Share Class Type Retirement, Large
- Morningstar Category Mid-Cap Growth
- Equity Style Box (Funds) Mid Growth
- Minimum Initial Investment $0
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 16%
Morningstar’s Analysis VRMCX
Will VRMCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AMETEK Inc | 6.69 | 118M | Industrials |
Teledyne Technologies Inc | 5.99 | 105M | Technology |
Westinghouse Air Brake Technologies Corp | 5.78 | 102M | Industrials |
West Pharmaceutical Services Inc | 5.32 | 94M | Healthcare |
Monolithic Power Systems Inc | 5.20 | 91M | Technology |
Ross Stores Inc | 4.24 | 74M | Consumer Cyclical |
Heico Corp Class A | 4.20 | 74M | Industrials |
Houlihan Lokey Inc Class A | 3.93 | 69M | Financial Services |
Us Dollar | 3.83 | 67M | Cash and Equivalents |
Advanced Drainage Systems Inc | 3.53 | 62M | Industrials |
United States