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

US Funds

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59.170 +0.180 +0.31%

18/06 - Delayed Data. Currency in USD

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

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Name	Net %	Long %	Short %
Cash	1.040	1.040	0.000
Shares	98.960	98.960	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.417	26.713
Price to Book	4.619	4.782
Price to Sales	3.912	2.825
Price to Cash Flow	19.652	16.979
Dividend Yield	0.912	0.630
5 Years Earnings Growth	12.181	13.204

Sector Allocation

Name	Net %	Category Average
Industrials	42.450	18.087
Financial Services	24.410	10.962
Technology	17.100	27.440
Healthcare	9.200	15.806
Consumer Cyclical	6.850	13.167

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Ametek	US0311001004	6.19	177.29	-0.27%
Heico A	US4228062083	5.09	248.76	+2.11%
Houlihan Lokey Inc	US4415931009	5.01	173.00	-0.06%
Teledyne Technologies	US8793601050	4.86	490.58	+0.34%
Brown&Brown	US1152361010	4.19	108.83	+0.50%
Equifax	US2944291051	4.09	255.76	+0.93%
Westinghouse Air Brake	US9297401088	4.05	200.75	-0.03%
LPL Financial	US50212V1008	3.84	380.65	+0.36%
Cooper	US2166485019	3.76	70.43	+0.89%
Monolithic	US6098391054	3.73	689.87	-0.49%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus Small-Cap Sustainable Growt	1.59B	-9.01	3.49	12.40
Virtus Small-Cap Core I	1.37B	-3.42	13.96	15.01
RidgeWorth Ceredex Mid-Cap Value EI	1.02B	-1.83	5.36	7.15
Virtus KAR International Small Capi	908.57M	18.37	11.09	7.98
Virtus Quality Small-Cap I	638.44M	-2.08	6.41	8.63

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus KAR Mid-Ca.	59.170	+0.180	+0.31%
	Macquarie True In.	0.985	+0.002	+0.15%