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Virtus Kar Mid-cap Core Fund Class I (0P0000JSEM)

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61.530 +0.370    +0.60%
05/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.48B
Virtus KAR Mid-Cap Core Fund Class I 61.530 +0.370 +0.60%

0P0000JSEM Overview

 
Find basic information about the Virtus Kar Mid-cap Core Fund Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000JSEM MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change7.87%
Prev. Close61.16
Risk Rating
TTM Yield0%
ROE25.31%
IssuerN/A
Turnover17%
ROA11.45%
Inception DateJun 22, 2009
Total Assets2.48B
Expenses0.95%
Min. Investment100,000
Market Cap22.01B
CategoryMid - Cap Growth
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Virtus Kar Mid-cap Core Fund Class I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1052 960 1052 1036 1636 2923
Fund Return 5.2% -3.97% 5.2% 1.17% 10.34% 11.32%
Place in category 454 487 454 144 139 68
% in Category 91 96 91 35 35 20

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Virtus Small-Cap Sustainable Growt 1.96B 9.72 -2.69 13.81
  Virtus Small-Cap Core I 1.47B 13.81 10.33 15.62
  RidgeWorth Ceredex Mid-Cap Value EI 1.13B 9.95 1.65 7.55
  Virtus KAR International Small Capi 790.12M 4.10 -5.82 7.25
  Virtus Quality Small-Cap I 665.46M 9.81 -0.33 8.80

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal MidCap Institutional 14.95B 19.98 5.08 12.38
  T. Rowe Price Mid-Cap Growth I 13.07B 9.54 0.73 -
  Vanguard Mid-Cap Growth Index Admir 12.51B 16.41 0.66 10.40
  T. Rowe Price Mid-Cap Growth 12.16B 9.40 0.60 10.24
  T. Rowe Price New Horizons I 9.96B 3.99 -7.28 -

Top Holdings

Name ISIN Weight % Last Change %
  Ametek US0311001004 5.56 180.23 -0.15%
  Cooper US2166485019 4.61 96.67 +1.44%
  Lennox US5261071071 4.61 585.03 +1.15%
  Houlihan Lokey Inc US4415931009 4.49 183.45 +1.82%
  Equifax US2944291051 4.45 270.23 +1.30%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Strong Buy
Technical Indicators Sell BUY Strong Buy
Summary Neutral Buy Strong Buy
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