VIMCX - Virtus KAR Mid-Cap Core Fund Class I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Virtus KAR Mid-Cap Core Fund Class I

Virtus Equity Trust

101 Munson Street

Greenfield MA 01301

Management Information
Craig K Stone,Lead Manager since June 21, 2009
Craig Stone is a Portfolio Manager and a Senior Research Analyst with primary research responsibilities for the small and mid-capitalization producer-durables sector. He has approximately 29 years of equity research experience. Before joining Kayne Anderson Rudnick in 2000, Mr. Stone was a Portfolio Manager at Doheny Asset Management. He earned a B.S. in International Business from San Francisco State University and an M.B.A. from the University of Southern California.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyVirtus
Net Assets682.21M
YTD Return-0.50%
Morningstar Rating★★★★
Inception DateJun. 21, 2009

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover28.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVIMCXCategory Average
Annual Report Expense Ratio (net)0.95%1.16%
Prospectus Net Expense Ratio0.95%N/A
Prospectus Gross Expense Ratio1.11%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.48%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection337N/A
5 Yr Expense Projection596N/A
10 Yr Expense Projection1,337N/A