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

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56.800 +0.160    +0.28%
26/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.26B
Virtus KAR Mid-Cap Core Fund Class I 56.800 +0.160 +0.28%

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 Change15.29%
Prev. Close56.64
Risk Rating
TTM Yield0%
ROE24.39%
IssuerN/A
Turnover21%
ROA10.80%
Inception DateJun 22, 2009
Total Assets2.26B
Expenses0.96%
Min. Investment100,000
Market Cap16.82B
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 1061 1061 1220 1241 1901 3419
Fund Return 6.1% 6.1% 22.05% 7.47% 13.71% 13.08%
Place in category 486 486 312 29 48 12
% in Category 84 84 57 6 11 4

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  Virtus Small-Cap Sustainable Growt 2.33B 3.86 -2.44 14.31
  RidgeWorth Ceredex Mid-Cap Value EI 1.43B 9.24 6.48 8.25
  Virtus Small-Cap Core I 1.31B 8.01 12.42 16.07
  Virtus KAR International Small Capi 842.45M -1.04 -5.80 5.81
  Virtus Quality Small-Cap I 587.67M 3.91 -0.35 8.87

Top Funds for Mid-Cap Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  T. Rowe Price Mid-Cap Growth I 12.44B 8.50 4.20 -
  T. Rowe Price Mid-Cap Growth 12.33B 8.47 4.07 11.20
  T. Rowe Price New Horizons I 11.2B 6.12 -3.10 -
  Principal MidCap Institutional 11.66B 10.97 9.12 12.70
  Vanguard Mid-Cap Growth Index Admir 11.87B 7.56 3.89 10.63

Top Holdings

Name ISIN Weight % Last Change %
  Ametek US0311001004 5.87 177.48 -0.25%
  Cooper US2166485019 4.29 88.84 -1.21%
  Monolithic US6098391054 4.29 677.23 +2.56%
  Pool US73278L1052 4.21 371.17 +0.32%
  Lamb Weston Holdings US5132721045 4.15 83.85 +0.42%

Technical Summary

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