KMIDVirtus KAR Mid-Cap ETF
Seeks long-term capital appreciation.
By Virtus · Launched 2024
Annual Cost
0.80%
#4,355 of 5,854 · expensive
Fund Size
$47M
#3,696 of 5,854 · mid-size
Return (1Y)Goal
-0.2%
Track Record
1 year
#3,795 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,190+1.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 49.2% of fundmoderately concentrated
MONOLITHIC POWER SYSTEMS INC
7.1%
AMETEK INC
5.9%
TELEDYNE TECHNOLOGIES INC
5.6%
OLD DOMINION FREIGHT LINE INC
5.1%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
4.9%
ROSS STORES INC
4.5%
WEST PHARMACEUTICAL SERVICES INC
4.2%
EMCOR GROUP INC
4.0%
VERISK ANALYTICS INC
4.0%
ROLLINS INC
3.8%
Asset allocation
Stocks
91.5%
Cash
8.5%
By sector
Industrials
54.1%
Technology
15.7%
Healthcare
12.5%
Financial Services
9.9%
Consumer Cyclical
7.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.0%Moderate
Year-on-year price swings
Max drawdown
-18.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of medium market capitalization U.S. companies, focusing on those believed to be undervalued with strong growth potential. The Fund emphasizes sectors such as industrials and information technology, investing primarily in 25 to 35 securities.
- Inception date
- October 15, 2024
- Fund family
- Virtus
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Data updated on 2026-08-03