Nasdaq - Delayed Quote USD

Virtus KAR Mid-Cap Core I (VIMCX)

58.39 -0.70 (-1.18%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.45%
5y Average Return 11.60%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 30.93%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 30.93%
Worst 3Y Total Return 7.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VIMCX
Category
YTD
7.37%
10.80%
1-Month
2.90%
4.43%
3-Month
5.45%
7.00%
1-Year
13.57%
48.17%
3-Year
3.21%
21.26%
5-Year
12.52%
20.18%
10-Year
12.55%
14.07%
Last Bull Market
25.56%
27.14%
Last Bear Market
-14.55%
-21.26%

Annual Total Return (%) History

Year
VIMCX
Category
2024
--
--
2023
22.68%
--
2022
-19.75%
--
2021
25.26%
--
2020
26.10%
39.26%
2019
30.93%
32.52%
2018
-4.17%
-6.65%
2017
24.95%
23.91%

2016
11.29%
6.03%
2015
2.40%
-0.95%
2014
16.51%
7.00%
2013
26.75%
34.93%
2012
15.31%
14.07%
2011
3.59%
-3.96%
2010
18.73%
24.61%
2009
--
39.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.10% -5.01% -- --
2023 6.65% 6.29% -2.93% 11.49%
2022 -11.54% -14.55% -3.41% 9.91%
2021 5.39% 9.58% 0.13% 8.33%
2020 -18.19% 21.63% 7.29% 18.13%
2019 13.62% 6.16% 1.08% 7.40%
2018 2.01% 3.02% 5.81% -13.82%
2017 5.58% 3.90% 4.73% 8.75%
2016 2.65% 1.93% 3.70% 2.57%
2015 6.09% -1.00% -8.73% 6.82%

2014 0.45% 3.34% 1.97% 10.06%
2013 10.26% 0.56% 5.73% 8.12%
2012 12.02% -3.39% 4.01% 2.44%
2011 7.60% 1.52% -15.16% 11.78%
2010 7.06% -8.60% 8.17% 12.17%
2009 11.11% 4.98% -- --

Rank in Category (By Total Return)

YTD 69
1-Month 19
3-Month 34
1-Year 73
3-Year 12
5-Year 11

Load Adjusted Returns

1-Year 13.57%
3-Year 3.21%
5-Year 12.52%
10-Year 12.55%

Performance & Risk

YTD Return 4.45%
5y Average Return 11.60%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 2.83B
YTD Return 7.37%
Yield 0.00%
Morningstar Rating
Inception Date Jun 22, 2009

Fund Summary

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.

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