VIMCX : Virtus KAR Mid-Cap Core Fund Class I

VIMCX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

VIMCX

Virtus KAR Mid-Cap Core Fund Class I

FI Score

42 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

42% FI Score
  • vimcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Virtus KAR Mid-Cap Core Fund Class I

Expenses: 0.95% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. 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.

Largest Holdings

Amount Holding
4.96% AMETEK Inc
4.89% West Pharmaceutical Services Inc
4.68% Globus Medical Inc Class A
4.35% Old Dominion Freight Lines Inc
4.26% Aspen Technology Inc
4.10% SiteOne Landscape Supply Inc
4.06% Brooks Automation Inc
3.67% Ross Stores Inc
3.57% Broadridge Financial Solutions Inc
3.49% Exponent Inc
3.43% AMN Healthcare Services Inc
3.43% Nordson Corp
3.42% Autohome Inc ADR
3.27% Zebra Technologies Corp
3.19% Equifax Inc
3.16% Houlihan Lokey Inc Class A
3.08% Moody's Corporation
3.04% Elanco Animal Health Inc
2.84% Lamb Weston Holdings Inc
2.82% The Cooper Companies Inc
2.71% Amphenol Corp Class A
2.65% SEI Investments Co
2.64% Verisk Analytics Inc
2.61% Lennox International Inc
2.20% Primerica Inc

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