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Virtus KAR Mid-Cap Core R6 (VRMCX)

58.03
+0.20
+(0.35%)
At close: 8:02:19 PM EDT

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
1
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
1
Min Subsequent Investment, AIP
1

Broker Availability

  • TradeStation Securities
  • RBC Wealth Management-Network Eligible
  • TIAA-CREF Brokerage Services
  • TIAA-CREF NTF
  • Waddell & Reed Choice MAP Flex
  • Securities America Inc.
  • Lincoln Investment Planning

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 2.8B
YTD Return 1.02%
Yield 0.00%
Morningstar Rating
Inception Date Jun 22, 2009

Performance & Risk

YTD Return -3.39%
5y Average Return 14.16%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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