Nasdaq - Delayed Quote USD
Virtus KAR Mid-Cap Core I (VIMCX)
61.85
+0.71
+(1.16%)
At close: 8:02:19 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 2.17% |
| 5y Average Return | 13.50% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| VIMCX | Category Average | VIMCX | Category Average | VIMCX | Category Average | |
| Alpha | -5.3 | 0.01 | -3.57 | 0.01 | -1.51 | -0.02 |
| BETA | 1 | 0.01 | 1.01 | 0.01 | 0.99 | 0.01 |
| Mean Annual Return | 0.63 | 0.02 | 1.03 | 0.02 | 0.93 | 0.01 |
| R-squared | 83.69 | 0.82 | 83.16 | 0.79 | 87.51 | 0.8 |
| Standard Deviation | 17.93 | 0.23 | 17.78 | 0.19 | 16.21 | 0.17 |
| Sharpe Ratio | 0.16 | 0.01 | 0.54 | 0.01 | 0.57 | 0.01 |
| Treynor Ratio | 1.48 | 0.18 | 8.49 | 0.17 | 8.46 | 0.12 |
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