Virtus KAR Mid-Cap Core Fund
VMCCX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 101 Munson Steet Greenfield MA United States of America 01301
- IPO Date
- Jun 23, 2009
- CIK
- 0000034273
- Website
- virtus.com
- Similar Companies
- Business
- Virtus KAR Mid-Cap Core Fund (VMCCX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of U.S. mid-capitalization companies exhibiting durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories; it employs a disciplined, bottom-up fundamental research process to select 25-35 high-conviction holdings differentiated by above-average returns on capital and attractive valuations, with at least 80% of assets allocated to mid-cap stocks within the Russell Midcap Index market capitalization range. The fund offers multiple share classes including Class A (VMACX), Class C (VMCCX), Class I (VIMCX), and Class R6 (VRMCX), targeting corporations, endowments, foundations, public entities, and high-net-worth individuals through its focus on high-quality businesses with solid balance sheets, consistent profitability, market dominance, high free cash flow, and low earnings variability. Sector allocations emphasize industrials (approximately 44%), financials (22%), information technology (16%), consumer discretionary (9%), and health care (9%), with top holdings such as Houlihan Lokey Inc., HEICO Corp., Monolithic Power Systems Inc., Teledyne Technologies Inc., and AMETEK Inc.. Launched on June 22, 2009, as part of Virtus Equity Trust and domiciled in the United States with legal address in Wilmington, Delaware, the fund is subadvised by Kayne Anderson Rudnick Investment Management, LLC (KAR), an affiliate of Virtus Investment Partners, Inc. headquartered in Hartford, Connecticut; KAR, founded in 1984 and based in Los Angeles, California, applies its 40-year expertise in quality-focused equity strategies across market caps and styles. The fund maintains approximately $2.7 billion in assets under management as of September 30, 2025, with portfolio managers Jon Christensen, CFA (since 2009), and Craig Stone (since 2009) overseeing operations.. In recent developments, Virtus Investment Partners expanded its partnership with KAR by launching the Virtus KAR Mid-Cap ETF (KMID) on October 16, 2024, marking the first ETF managed by KAR and extending the firm's high-quality mid-cap investment approach into the exchange-traded product space amid mid-cap stocks trading at a 23% discount to large caps. The fund has sustained strong Morningstar ratings, including a 4-star overall rating for Class I shares among 476 mid-cap growth peers as of September 30, 2025, reflecting its risk-adjusted performance and quality characteristics superior to benchmarks like the Russell Midcap Index. Portfolio adjustments continue with a low-turnover, high-active-share (94.9%) strategy, emphasizing resilient holdings amid market volatility..