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

US Funds

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58.070 +0.540 +0.94%

09/05 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.31B

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0P0000JSEM Holdings

Comprehensive information about top holdings and Key Holding Information for the Virtus KAR Mid-Cap Core Fund Class I (0P0000JSEM) fund. Our Virtus KAR Mid-Cap Core Fund Class I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Name	Net %	Long %	Short %
Cash	3.840	3.840	0.000
Shares	96.160	96.160	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.519	26.803
Price to Book	3.014	4.626
Price to Sales	4.004	2.883
Price to Cash Flow	23.887	16.799
Dividend Yield	0.871	0.670
5 Years Earnings Growth	11.124	13.274

Sector Allocation

Name	Net %	Category Average
Industrials	43.850	18.556
Technology	17.410	26.870
Financial Services	14.370	9.333
Healthcare	12.950	17.981
Consumer Cyclical	7.110	13.077
Consumer Defensive	4.310	3.078

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 32

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Ametek	US0311001004	5.87	169.90	+0.45%
Cooper	US2166485019	4.29	94.69	+2.94%
Monolithic	US6098391054	4.29	708.02	-0.75%
Pool	US73278L1052	4.21	373.00	+1.96%
Lamb Weston Holdings	US5132721045	4.15	83.82	+0.79%
Azenta	US1143401024	4.13	52.51	-2.89%
West Pharmaceutical Services	US9553061055	4.03	365.72	-0.26%
Ross Stores	US7782961038	4.02	134.87	+1.59%
Lennox	US5261071071	3.78	488.70	+1.67%
Houlihan Lokey Inc	US4415931009	3.77	134.59	+1.28%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus Small-Cap Sustainable Growt	2.31B	-5.15	-6.73	13.64
RidgeWorth Ceredex Mid-Cap Value EI	1.41B	4.49	3.46	7.75
Virtus Small-Cap Core I	1.3B	-0.54	8.03	15.30
Virtus KAR International Small Capi	889.57M	-1.04	-5.80	5.81
Virtus Tactical Allocation A	596.99M	2.96	-2.11	5.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus KAR Mid-Ca.	58.070	+0.540	+0.94%