- What does VRMGX invest in?
- Ordinarily, this fund commits a substantial portion—at least 80%—of its assets to equity investments in mid-capitalization companies. The subadviser strategically selects a focused group of these mid-cap growth firms, targeting those believed to be undervalued compared to their potential for future appreciation. Although its primary holdings are typically U.S.-based companies, the fund retains the option to invest in non-U.S. securities and depositary receipts.
- What is the expense ratio of VRMGX?
- Virtus KAR Mid-Cap Growth Fund (VRMGX) charges an expense ratio of 0.83%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VRMGX?
- Virtus KAR Mid-Cap Growth Fund (VRMGX) manages $557.5M 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 VRMGX actively managed or an index fund?
- VRMGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VRMGX launched?
- Virtus KAR Mid-Cap Growth Fund (VRMGX) launched in January 2018 and is managed by the fund issuer.
- How has VRMGX performed?
- VRMGX'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.
