Virtus KAR Mid-Cap Core Fund (VMCCX) Research
Under typical market conditions, this fund commits a substantial portion—at least 80%—of its total assets to equity investments in companies characterized by a medium market capitalization. Its primary objective is to achieve significant long-term growth for capital within the mid-cap sector. Importantly, it aims to accomplish this while exhibiting a risk profile that mirrors the comparatively lower volatility of the large-capitalization S&P 500® Index. The fund's subadviser employs a diligent selection process, investing in a concentrated group of mid-sized enterprises that it believes are currently undervalued relative to their anticipated future growth potential.
Market snapshot
- Symbol
- VMCCX
- Price
- $48.34
- Day change
- +1.49%
- Market cap
- $1.8B
- 52-week range
- 45.16-53.8
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Adams Diversified Equity Fund, Inc. (ADX)
- American Funds International Vantage Fund (AIVFX)
- Columbia Select Large Cap Value Fund (CSVZX)
- FMI International Fund (FMIJX)
- Fidelity Stock Sector Mid Cap Fund (FSSMX)
- Janus Henderson Small Cap Value Fund (JCSCX)
- BNY Mellon S&P 500 Index Fund (PEOPX)
- USAA Growth Fund (UIGRX)
Open Virtus KAR Mid-Cap Core Fund (VMCCX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.