Virtus KAR Mid-Cap Core Fund Class I (VIMCX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.04: the stock has moved about 4% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerVirtus KAR Mid-Cap Core Fund Class I (VIMCX) trades at $55.16. Virtus KAR Mid-Cap Core Fund Class I primarily invests in mid-cap equity securities, aiming for long-term capital appreciation while mirroring the risk profile of the S&P 500. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for VIMCX: VIMCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Virtus KAR Mid-Cap Core Fund Class I (VIMCX) Financial Services Profile
Virtus KAR Mid-Cap Core Fund Class I seeks long-term capital appreciation by investing in undervalued mid-cap companies. The fund aims to replicate the risk characteristics of the S&P 500, providing investors exposure to medium-sized businesses within the broader financial services sector, without dividend payouts.
What Is the Investment Thesis for VIMCX?
With a market cap of $2.22 billion and a beta of 1.04, the fund offers exposure to the mid-cap segment while exhibiting market-like volatility. The fund's strategy of targeting undervalued companies could lead to outperformance as these companies realize their growth potential. However, the absence of dividend payouts may deter income-seeking investors. The fund's success hinges on the subadviser's ability to identify and select companies that can deliver above-average growth. The fund's performance should be evaluated against its benchmark, the S&P 500, to assess its ability to provide similar risk characteristics while generating superior returns. Ongoing monitoring of the fund's holdings and investment strategy is crucial to ensure alignment with the investor's objectives.
Based on FMP financials and quantitative analysis
VIMCX Key Highlights
The fund invests at least 80% of its assets in equity securities of medium market capitalization companies.
- The fund aims to provide risk characteristics similar to the less volatile large capitalization S&P 500® Index.
- The fund focuses on companies believed to be undervalued relative to their future growth potential.
- The fund's market capitalization is $2.22 billion.
- The fund has a beta of 1.04, indicating market-like volatility.
Who Are VIMCX's Competitors?
VIMCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CGOAX Small Cap Growth Fund Class A | $34.24 | +1.39% | $3.76B | — |
| CSVZX Columbia Select Large Cap Value Fund | $47.08 | +0.62% | $3.00B | — |
| FMIYX FMI International Fund Institutional Class | $37.16 | +0.08% | $1.90B | — |
| PFPMX Parnassus Mid Cap Fund Institutional Shares | $39.93 | +0.68% | $2.41B | — |
| PMJIX PIMCO RAE US Small Fund Class INSTL | $13.56 | +0.82% | $3.69B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are VIMCX's Key Strengths?
Experienced subadviser with a proven track record.
- Focus on undervalued companies with growth potential.
- Risk profile similar to the S&P 500 Index.
- Part of the established Virtus Investment Partners family of funds.
What Are VIMCX's Weaknesses?
Absence of dividend payouts may deter income-seeking investors.
- Reliance on the subadviser's ability to identify and select companies.
- Performance is subject to market fluctuations and economic conditions.
- May underperform during periods of rapid growth in large-cap stocks.
What Are the Key Risks for VIMCX?
Market fluctuations and economic conditions could negatively impact performance.
- Changes in investor preferences and market trends could lead to outflows.
- Increased competition from other asset managers could erode market share.
- Reliance on the subadviser's ability to identify and select companies.
What Are VIMCX's Competitive Advantages?
- Established track record in managing mid-cap equity portfolios.
- Experienced subadviser with expertise in identifying undervalued companies.
- Brand recognition and reputation within the Virtus Investment Partners family of funds.
What Does VIMCX Do?
Virtus KAR Mid-Cap Core Fund Class I is an actively managed fund focused on achieving long-term capital appreciation by investing primarily in equity securities of medium market capitalization companies. The fund operates under the premise of identifying and investing in companies that are undervalued relative to their anticipated future growth. The fund aims to provide investors with a risk profile similar to that of the S&P 500 Index, which is composed of less volatile large-capitalization companies. The fund's investment strategy involves a bottom-up approach, where the subadviser selects companies based on their individual merits and growth prospects, rather than relying on broad market trends. The fund’s portfolio typically consists of a select group of mid-cap companies that the subadviser believes have the potential for significant growth. The fund does not currently offer dividend payouts, focusing instead on reinvesting earnings to maximize capital appreciation. Virtus KAR Mid-Cap Core Fund Class I is managed by Virtus Investment Partners, an asset management firm that oversees a range of investment products and strategies. The fund is accessible to investors through various channels, including financial advisors and brokerage platforms. The fund is designed for investors seeking long-term growth potential with a risk profile comparable to the broader market.
What Products and Services Does VIMCX Offer?
- Invests primarily in equity securities of medium market capitalization companies.
- Seeks long-term capital appreciation.
- Aims to provide risk characteristics similar to the S&P 500 Index.
- Focuses on companies believed to be undervalued relative to their future growth potential.
- Manages a portfolio of select mid-cap companies.
- Operates as an actively managed fund.
How Does VIMCX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- Aims to grow AUM by attracting new investors and retaining existing clients.
- Employs a subadviser to select and manage the fund's investments.
What Industry Does VIMCX Operate In?
Virtus KAR Mid-Cap Core Fund Class I operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The fund competes with other asset managers offering mid-cap equity strategies, including CGOAX, CSVZX, FMIYX, PFPMX, and PMJIX. The growth of the asset management industry is driven by increasing wealth, rising retirement savings, and the demand for professional investment management services. The fund's ability to differentiate itself through its investment strategy and performance is crucial for attracting and retaining investors.
Who Are VIMCX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Financial advisors recommending investment products to their clients.
- Institutional investors looking for exposure to mid-cap equities.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
VIMCX Financials
Bull Case vs Bear Case
Bull Case
- Experienced subadviser with a proven track record.
- Focus on undervalued companies with growth potential.
- Risk profile similar to the S&P 500 Index.
- Part of the established Virtus Investment Partners family of funds.
Bear Case
- Absence of dividend payouts may deter income-seeking investors.
- Reliance on the subadviser's ability to identify and select companies.
- Performance is subject to market fluctuations and economic conditions.
- May underperform during periods of rapid growth in large-cap stocks.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
VIMCX Latest News
No recent news available for VIMCX.
VIMCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for VIMCX.
Price Targets
Wall Street price target analysis for VIMCX.
VIMCX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for VIMCX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Virtus KAR Mid-Cap Core Fund Class I (VIMCX) — Financials
What do analysts say about VIMCX stock?
However, the fund's focus on undervalued mid-cap companies suggests a potential for long-term growth. Investors may want to evaluate the fund's expense ratio, historical performance, and investment strategy when evaluating its suitability for their portfolios.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.