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

800-243-1574
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
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Morningstar Category
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Fund Overview

CategoryMid-Cap Growth
Fund FamilyVirtus
Net Assets682.21M
YTD Return-0.50%
Yield0.00%
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