Virtus KAR Mid-Cap Growth Fund Class R6 (VRMGX)

Overview

The company operates a specialized investment fund focusing on medium market capitalization companies. It targets businesses that, according to in-depth analysis by the fund's subadviser, are undervalued relative to their potential for growth. This strategic approach is designed to identify and invest in opportunities that offer significant upside while managing the inherent risks of equity investing. The fund maintains a strong preference for allocating at least 80% of its assets towards equity securities within this medium market cap segment. While it predominantly invests in U.S.-based companies, the fund’s strategy also allows for inclusion of foreign securities and depositary receipts, providing a diversified international exposure.

Products and Services

• Equity Securities Investment

  The majority of the fund's assets are invested in equity securities of medium market capitalization companies. This includes stocks of companies that offer a significant growth potential but are currently undervalued in the market. Through careful selection and analysis, the fund aims to capitalize on the upward price movements of these equities.

• Investment in Growth Companies

  The fund specifically seeks out growth companies within the medium market cap range that are believed to be undervalued. This focus on growth-oriented companies involves investing in businesses that have the potential for rapid earnings growth, revenue expansion, or technological innovation, setting the stage for substantial returns on investment.

• Foreign Securities and Depositary Receipts

  Expanding beyond the U.S. market, the fund also allocates a portion of its assets to foreign securities and depositary receipts. This element of international investment allows the fund to diversify its portfolio across different geographies, thereby spreading risk and tapping into the growth potential of companies operating in emerging and established markets outside the United States.