Morningstar

Virtus KAR Mid-Cap Growth Fund Class R6 VRMGX

Morningstar Medalist Rating
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Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $40.25  /  −0.37 %
  • Fund Size $329.7M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.830%
  • Fee Level: Distribution Above Average
  • 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 27%
NAV and 1-Day Return as of

Morningstar’s Analysis VRMGX

Will VRMGX 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 VRMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus KAR Mid-Cap Growth R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VRMGX

More VRMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Monolithic Power Systems Inc

4.92 20M
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4.79 19M
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Datadog Inc Class A

4.56 18M
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TopBuild Corp

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APi Group Corp

3.31 13M
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Toast Inc Class A

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