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Virtus KAR Mid-Cap Core I (VIMCX)

57.13
-0.98
(-1.69%)
As of 8:07:19 AM EDT. Market Open.
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  • Previous Close 58.11
  • YTD Return 1.01%
  • Expense Ratio 0.95%
  • Category Mid-Cap Growth
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 2.8B
  • Beta (5Y Monthly) 0.98
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.30
  • Inception Date Jun 22, 2009

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

2.8B

Net Assets

2009-06-22

Inception Date

Performance Overview: VIMCX

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Trailing returns as of 3/27/2025. Category is Mid-Cap Growth.

YTD Return

VIMCX
1.01%
Category
10.80%
 

1-Year Return

VIMCX
2.30%
Category
48.17%
 

3-Year Return

VIMCX
6.12%
Category
21.26%
 

5-Year Return

VIMCX
12.06%
Category
20.18%
 

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Holdings: VIMCX

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Sector Weightings

SectorVIMCX
Industrials   44.13%
Technology   18.71%
Healthcare   10.24%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: VIMCX

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Research Reports: VIMCX

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