Virtus Kar is trading at 61.64 as of the 29th of November 2024; that is 0.23% down since the beginning of the trading day. The fund's open price was 61.78. Virtus Kar has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Virtus Kar Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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 SP 500 Index. More on Virtus Kar Mid Cap
Virtus Kar Mid Cap [VMACX] is traded in USA and was established 29th of November 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Virtus family. This fund at this time has accumulated 1.76 B in net assets with no minimum investment requirementsVirtus Kar Mid is currently producing year-to-date (YTD) return of 11.45%, while the total return for the last 3 years was 2.87%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.