Virtus Kar Mid Cap Fund Quote
| VMACX Fund | USD 61.78 0.25 0.40% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Virtus Kar is trading at 61.78 as of the 26th of November 2024; that is 0.4% down since the beginning of the trading day. The fund's open price was 62.03. Virtus Kar has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Virtus Kar Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of September 2024 and ending today, the 26th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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 SP 500 Index. More on Virtus Kar Mid Cap
Moving together with Virtus Mutual Fund
| 0.85 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.84 | SAMHX | Ridgeworth Seix High | PairCorr |
| 0.67 | SSAGX | Virtus Seix Government | PairCorr |
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Virtus, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Mid Cap [VMACX] is traded in USA and was established 26th of November 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Virtus family. This fund at this time has accumulated 1.76 B in net assets with no minimum investment requirementsVirtus Kar Mid is currently producing year-to-date (YTD) return of 11.45%, while the total return for the last 3 years was 2.87%.
Check Virtus Kar Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Mid Cap Mutual Fund Constituents
| IFF | International Flavors Fragrances | Stock | Materials | |
| SWKS | Skyworks Solutions | Stock | Information Technology | |
| MNST | Monster Beverage Corp | Stock | Consumer Staples | |
| AMN | AMN Healthcare Services | Stock | Health Care | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| ZBRA | Zebra Technologies | Stock | Information Technology | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary |
Virtus Kar Mid Risk Profiles
| Mean Deviation | 0.6296 | |||
| Semi Deviation | 0.6684 | |||
| Standard Deviation | 0.8398 | |||
| Variance | 0.7053 |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
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