Nasdaq - Delayed Quote USD
Virtus KAR Mid-Cap Core A (VMACX)
53.48
-0.24
(-0.45%)
At close: 8:02:19 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Comerica Bank
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- Fidelity Advisor 401(k) I Shares
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- WFA Fdntl Choice/PIM Updated 3.3.25
- ADP Access Open Fund Architecture
- ADP Access Tier 0
- H Beck Inc.
- Securities America Inc.
- Nationwide Retirement Flexible Advantage
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 0
- ADP Advisor Access 3(38) Tier 0
- ADP Advisor Access Tier 0
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Virtus |
| Net Assets | 2.66B |
| YTD Return | -3.48% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 22, 2009 |
Performance & Risk
| YTD Return | -7.92% |
| 5y Average Return | 11.30% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
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