About VRMGX
Virtus KAR Mid-Cap Growth Fund Class R6 is a mutual fund focused on U.S. mid-cap growth equities. The fund’s primary objective is to deliver attractive, risk-adjusted long-term returns by investing in mid-cap companies distinguished by durable competitive advantages, strong management, robust financial health, and consistent growth potential. Managed by Kayne Anderson Rudnick Investment Management, the fund employs intensive fundamental research to target high-quality businesses, including those considered innovators or disruptors in their respective industries. The portfolio typically holds a concentrated selection of 25 to 50 companies, reflecting high conviction in each holding and a preference for a low-turnover, long-term investment approach. The fund invests at least 80% of assets in medium market capitalization stocks, with exposure primarily to domestic, but occasionally international, firms. With a blend of companies spanning sectors such as technology, healthcare, industrials, and consumer services, Virtus KAR Mid-Cap Growth Fund Class R6 plays a distinct role in providing investors access to the long-term growth prospects of mid-sized U.S. companies while maintaining a focus on quality and risk management.
Fund Family Virtus
Category Mid-Cap Growth
Performance Rating Low
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol VRMGX
Share Class Class R6
Index Russell MidCap Growth TR
VRMGX had a total return of -11.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.23%.
