Morningstar

Virtus KAR Mid-Cap Core Fund Class R6 VRMCX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 58.24  /  +1.11 %
  • Total Assets 1.7B
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 3M
  • Status Open
  • TTM Yield 0.00
  • Turnover 16%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:42 AM GMT+0

Morningstar’s Analysis VRMCX

Will VRMCX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VRMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VRMCX 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 VRMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An excellent option, despite poor recent performance.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

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.

by Tony Thorn
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Portfolio Holdings VRMCX

More VRMCX Holdings
  • 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

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