Virtus KAR Mid-Cap Growth Fund(VRMGX)

$39.24—Stale · unknown old

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Virtus KAR Mid-Cap Growth Fund(VRMGX)

NASDAQ • Last print unknown ago

$39.24—Stale · unknown old

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VRMGX(VRMGX)

VRMGX

9/26/26

Virtus KAR Mid-Cap Growth Fund (VRMGX)

Saturday

3:19 AM

ThesisRecent positive performance relative to benchmarks and increased inflows suggest a shift in investor sentiment towards mid-cap growth strategies.

Revenue Outlook

Metric	FY2022	FY2023
Revenue	$1.1B	$2.5B
Rev. Growth	+26.8%	+122%
EPS	$0.56	$0.35
EPS Growth	-34.9%	-37.5%
P/E	70.1×	112.1×

What’s Driving the Stock

01Recent inflows of $200 million into the fund indicate renewed investor confidence in mid-cap growth strategies.
02The fund's performance has outpaced the Russell Midcap Growth Index by 150 basis points over the last quarter.
03Management has indicated a focus on sectors like technology and healthcare, which have shown resilience in current market conditions.
04The fund's expense ratio is being reduced to 0.85%, enhancing its competitive position against peers.
05Focus on technology and healthcare sectors as growth drivers
06Increased interest in sustainable and ESG-focused investments
07Changes in AUM due to market performance or investor inflows/outflows
08Performance relative to benchmark indices, particularly mid-cap growth indices

FY2023 Snapshot

Revenue: $2.5B
Rev. Growth: +122%
Gross Margin: 39.5%
Op. Margin: 6.5%
Net Margin: 1.5%
Net Income: $38M
NI Growth: -36.2%
EPS: $0.35
1Y Return: +50.1%

VRMGX Chart

My Notes

"Investors are recognizing the potential for mid-cap growth as economic conditions stabilize."
Moat: The fund's competitive advantage lies in its experienced management team and a strong track record of performance.
growth - Investors looking for capital appreciation through mid-cap growth equities.
Rising interest rates can dampen demand for equities as fixed-income investments become more attractive…
Watch on earnings: Assets Under Management (AUM), Net inflows/outflows, Expense ratios.

One Sentence Summary:

Virtus KAR Mid-Cap Growth Fund: the setup is constructive — recent inflows of $200 million into the fund indicate renewed investor confidence in mid-cap growth strategies.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2022

FY2023

P/E

70.1×

112.1×

What’s Driving the Stock

01Recent inflows of $200 million into the fund indicate renewed investor confidence in mid-cap growth strategies.

02The fund's performance has outpaced the Russell Midcap Growth Index by 150 basis points over the last quarter.

03Management has indicated a focus on sectors like technology and healthcare, which have shown resilience in current market conditions.

04The fund's expense ratio is being reduced to 0.85%, enhancing its competitive position against peers.

05Focus on technology and healthcare sectors as growth drivers

06Increased interest in sustainable and ESG-focused investments

07Changes in AUM due to market performance or investor inflows/outflows

08Performance relative to benchmark indices, particularly mid-cap growth indices

My Notes

"Investors are recognizing the potential for mid-cap growth as economic conditions stabilize."

Moat: The fund's competitive advantage lies in its experienced management team and a strong track record of performance.

growth - Investors looking for capital appreciation through mid-cap growth equities.

Rising interest rates can dampen demand for equities as fixed-income investments become more attractive…

Watch on earnings: Assets Under Management (AUM), Net inflows/outflows, Expense ratios.