Morningstar

Virtus KAR Mid-Cap Core Fund Class R6 VRMCX

Medalist Rating as of Sep 22, 2026 See Virtus Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500® Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VIMCX	Virtus KAR Mid-Cap Core Fund Class I	Institutional	Open			Jun 22, 2009	$1.14B	0.950%	Above Average	$100,000	−$1.02B
VMACX	Virtus KAR Mid-Cap Core Fund Class A	Front Load	Open			Jun 22, 2009	$115.15M	1.200%	Above Average	$2,500	−$35.30M
VMCCX	Virtus KAR Mid-Cap Core Fund Class C	Level Load	Closed			Jun 22, 2009	$42.65M	1.950%	Above Average	$2,500	−$22.00M
VRMCX	Virtus KAR Mid-Cap Core Fund Class R6	Retirement, Large	Open			Jan 30, 2018	$95.71M	0.870%	High	$0	−$48.40M

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