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Virtus KAR Mid-Cap Growth R6 (VRMGX)

57.53
+0.11
+(0.19%)
At close: 8:02:24 PM EDT
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  • Previous Close 57.42
  • YTD Return -2.01%
  • Expense Ratio 0.83%
  • Category Mid-Cap Growth
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.18B
  • Beta (5Y Monthly) 1.20
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend --
  • Inception Date Dec 31, 1975

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It invests in a select group of medium market capitalization growth companies believed by the subadviser to be undervalued relative to their future growth potential. Although the fund invests primarily in U.S. companies, it may invest in foreign securities and depositary receipts.

Virtus

Fund Family

Mid-Cap Growth

Fund Category

1.18B

Net Assets

1975-12-31

Inception Date

Performance Overview: VRMGX

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

YTD Return

VRMGX
2.01%
Category
10.80%
 

1-Year Return

VRMGX
1.35%
Category
48.17%
 

3-Year Return

VRMGX
0.08%
Category
21.26%
 

5-Year Return

VRMGX
6.67%
Category
20.18%
 

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Holdings: VRMGX

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Sector Weightings

SectorVRMGX
Technology   46.21%
Industrials   9.67%
Healthcare   9.22%
Real Estate   2.03%
Utilities   0.00%
Energy   0.00%

Recent News: VRMGX

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Research Reports: VRMGX

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