Virtus KAR Mid-Cap Core FundVMCCX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.9B
Expense ratio
1.95%
1-year return
-3.8%
3 years, a year
-2.5%
5 years, a year
-7.0%
12-month yield
5.48%
Holdings
30

What it aims to do.

The fund has an investment objective of long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AME Ametek, Inc.6.33%
WAB Westinghouse Air Brake Technologies Corp5.76%
TDY Teledyne Technologies Inc5.75%
MPWR Monolithic Power Systems Inc.5.32%
HLI Houlihan Lokey Inc.4.48%
ROST Ross Stores Inc4.32%
WST West Pharmaceutical Services Incorporated3.92%
EME Emcor Group Inc3.74%
ODFL Old Dominion Freight Line Inc.3.72%
HEI-A Heico Corp3.61%

More on VMCCX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.