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

US Funds

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62.880 +0.030 +0.05%

13/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.57B

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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	2.850	2.850	0.000
Stocks	97.150	97.150	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.860	26.572
Price to Book	2.964	4.630
Price to Sales	3.677	2.885
Price to Cash Flow	20.590	17.041
Dividend Yield	0.800	0.651
5 Years Earnings Growth	10.653	13.096

Sector Allocation

Name	Net %	Category Average
Industrials	42.720	18.577
Technology	17.170	26.940
Financial Services	14.710	9.943
Healthcare	14.280	17.269
Consumer Cyclical	7.850	13.339
Consumer Defensive	3.270	2.921

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	5.85	192.42	-1.54%
Lennox	US5261071071	4.48	613.50	-0.94%
Houlihan Lokey Inc	US4415931009	4.19	184.79	-0.50%
Heico A	US4228062083	4.17	212.80	+0.21%
Ross Stores	US7782961038	4.14	143.69	+2.30%
Equifax	US2944291051	3.95	266.46	+0.18%
Cooper	US2166485019	3.92	100.94	-0.92%
Monolithic	US6098391054	3.87	581.39	-3.34%
West Pharmaceutical Services	US9553061055	3.75	340.45	-1.03%
Teledyne Technologies	US8793601050	3.69	476.91	-2.03%

Top Equity Funds by Virtus

Name	Total Assets	YTD%	3Y%	10Y%
Virtus Small-Cap Sustainable Growt	2.31B	8.34	-4.11	14.12
Virtus Small-Cap Core I	1.57B	10.78	9.99	15.79
RidgeWorth Ceredex Mid-Cap Value EI	1.21B	8.78	2.69	7.73
Virtus KAR International Small Capi	839.86M	7.17	-5.85	7.03
Virtus Quality Small-Cap I	685.52M	8.80	0.07	9.01

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Virtus KAR Mid-Ca.	62.880	+0.030	+0.05%