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Nasdaq - Delayed Quote USD

Virtus KAR Mid-Cap Growth R6 (VRMGX)

57.75
+0.22
+(0.38%)
At close: 8:07:19 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.39%
5y Average Return 8.25%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Mar 31, 2025) 65.59%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 65.59%
Worst 3Y Total Return -5.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
VRMGX
Category
YTD
-2.01%
10.80%
1-Month
-7.90%
4.43%
3-Month
-9.90%
7.00%
1-Year
-1.35%
48.17%
3-Year
0.08%
21.26%
5-Year
6.67%
20.18%
10-Year
11.53%
14.07%
Last Bull Market
16.55%
27.14%
Last Bear Market
-25.72%
-21.26%

Annual Total Return (%) History

Year
VRMGX
Category
2024
7.90%
--
2023
22.53%
--
2022
-33.17%
--
2021
1.63%
--
2020
65.59%
39.26%
2019
43.14%
32.52%
2018
--
-6.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.44% -4.99% 5.79% -0.99%
2023 6.13% 9.66% -4.09% 9.77%
2022 -14.93% -25.72% 1.80% 3.87%
2021 -4.49% 7.69% 2.32% -3.42%
2020 -8.34% 38.02% 11.46% 17.43%
2019 23.98% 9.60% -5.17% 11.09%
2018 9.01% 5.37% -16.14% --

Rank in Category (By Total Return)

YTD 68
1-Month 82
3-Month 83
1-Year 91
3-Year 88
5-Year 88

Load Adjusted Returns

1-Year -1.35%
3-Year 0.08%
5-Year 6.67%
10-Year 11.53%

Performance & Risk

YTD Return -8.39%
5y Average Return 8.25%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Virtus
Net Assets 1.18B
YTD Return -2.01%
Yield 0.00%
Morningstar Rating
Inception Date Dec 31, 1975

Fund Summary

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.

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