Virtus KAR Mid-Cap Core Fund Class I

Frequently Asked Questions About VIMCX

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) is one share class of a fund that manages $1.42B across all of its share classes (VMACX, VMCCX report the same total). Our data does not carry the assets of this share class alone. 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.