The investment seeks long-term capital appreciation.
Under normal circumstances, the fund invests at least 80% 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 S&P 500® Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
The average market capitalization across the Virtus KAR Mid-Cap Core I MF is 20.08B. The market cap for tickers in the group ranges from 4.09B to 50.13B. ROST holds the highest valuation in this group at 50.13B. The lowest valued company is EXPO at 4.09B.
The average weekly volume growth across all stocks in the Virtus KAR Mid-Cap Core I MF was -61%. For the same stocks of the MF, the average monthly volume growth was -67% and the average quarterly volume growth was -53%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 75
P/E Growth Rating: 39
Price Growth Rating: 48
SMR Rating: 56
Profit Risk Rating: 37
Seasonality Score: 42 (-100 ... +100)