- What does VIMCX invest in?
- This fund typically allocates a minimum of 80% of its portfolio to the common stocks of mid-sized companies. Its core objective is to generate substantial long-term capital appreciation within the medium-capitalization sector. While pursuing this, it also endeavors to maintain a risk profile akin to that of the generally more stable large-cap S&P 500® Index. The subadviser strategically selects a focused group of mid-market-cap firms believed to be undervalued in comparison to their anticipated future growth.
- What is the expense ratio of VIMCX?
- Virtus KAR Mid-Cap Core Fund Class I (VIMCX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VIMCX?
- Virtus KAR Mid-Cap Core Fund Class I (VIMCX) manages $1.72B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VIMCX actively managed or an index fund?
- VIMCX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (VIMCX's is 0.95%) because there's no security selection cost.
- When was VIMCX launched?
- Virtus KAR Mid-Cap Core Fund Class I (VIMCX) launched in June 2009 and is managed by the fund issuer.
- How has VIMCX performed?
- VIMCX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
