Nasdaq - Delayed Quote USD

Virtus KAR Mid-Cap Core I (VIMCX)

60.44 -0.46 (-0.76%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 60.90
  • YTD Return 9.55%
  • Expense Ratio 0.95%
  • Category Mid-Cap Growth
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 2.91B
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.30
  • Inception Date Jan 30, 2018

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.

Virtus

Fund Family

Mid-Cap Growth

Fund Category

2.91B

Net Assets

2018-01-30

Inception Date

Performance Overview: VIMCX

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Trailing returns as of 10/31/2024. Category is Mid-Cap Growth.

YTD Return

VIMCX
9.55%
Category
10.80%
?

1-Year Return

VIMCX
22.13%
Category
48.17%
?

3-Year Return

VIMCX
5.32%
Category
21.26%
?

5-Year Return

VIMCX
12.84%
Category
20.18%
?

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Holdings: VIMCX

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Top 10 Holdings (42.02% of Total Assets)

SymbolCompany% Assets
AME
AMETEK, Inc. 5.85%
LII
Lennox International Inc. 4.48%
HLI
Houlihan Lokey, Inc. 4.19%
HEI-A
HEICO Corporation 4.17%
ROST
Ross Stores, Inc. 4.14%
EFX
Equifax Inc. 3.95%
COO
The Cooper Companies, Inc. 3.92%
MPWR
Monolithic Power Systems, Inc. 3.87%
WST
West Pharmaceutical Services, Inc. 3.75%
TDY
Teledyne Technologies Incorporated 3.69%

Sector Weightings

Recent News: VIMCX

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Research Reports: VIMCX

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