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Virtus Kar Mid-cap Core Fund Class I (0P0000JSEM)

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58.720 +0.320 +0.55%

06/03 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 2.35B

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

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0P0000JSEM Holdings

Comprehensive information about top holdings and Key Holding Information for the Virtus KAR Mid-Cap Core Fund Class I (0P0000JSEM) fund. Our Virtus KAR Mid-Cap Core Fund Class I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.450	2.450	0.000
Stocks	97.550	97.550	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.282	27.445
Price to Book	3.968	4.963
Price to Sales	4.379	3.011
Price to Cash Flow	23.553	17.650
Dividend Yield	0.752	0.611
5 Years Earnings Growth	11.313	13.418

Sector Allocation

Name	Net %	Category Average
Industrials	44.870	18.223
Technology	19.880	27.931
Financial Services	17.540	10.959
Healthcare	10.860	15.608
Consumer Cyclical	6.860	13.215

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 31

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Ametek	US0311001004	5.56	183.99	-0.08%
Cooper	US2166485019	4.61	85.00	-6.57%
Lennox	US5261071071	4.61	606.61	+3.89%
Houlihan Lokey Inc	US4415931009	4.49	157.47	+0.09%
Equifax	US2944291051	4.45	254.69	+3.63%
Heico A	US4228062083	4.40	207.15	-0.61%
Monolithic	US6098391054	4.04	596.79	+5.50%
Ross Stores	US7782961038	3.99	135.96	-1.40%
Teledyne Technologies	US8793601050	3.84	482.94	-1.70%
Westinghouse Air Brake	US9297401088	3.78	179.29	+0.96%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus Small-Cap Sustainable Growt	1.75B	-6.32	-0.27	12.94
Virtus Small-Cap Core I	1.42B	-1.11	13.76	15.30
RidgeWorth Ceredex Mid-Cap Value EI	1.04B	1.33	5.14	7.58
Virtus KAR International Small Capi	833.82M	4.18	1.95	7.03
Virtus Quality Small-Cap I	647.35M	0.90	4.02	8.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus KAR Mid-Ca.	58.720	+0.320	+0.55%