Virtus Equity Trust - Virtus KAR Mid-Cap Core Fund(NASDAQMUTFUND) VIMCX

Virtus KAR Mid-Cap Core Fund Class I focuses on investing in mid-sized companies, aiming for substantial long-term capital appreciation. The fund strategically selects undervalued firms within the medium-capitalization sector while maintaining a risk profile similar to the S&P 500® Index.

Products and Services

• Investment in common stocks of mid-sized companies
• Focus on long-term capital appreciation
• Risk management aligned with large-cap benchmarks

Growth Outlook

• Market capitalization of $1.76 billion indicates strong investor interest
• Dividend yield of 4.25% reflects commitment to returning value
• Price range of $53.63 to $62.66 shows stable performance

Financial Highlights

• Recent dividend of $2.53551 per share supports income generation
• Beta of 0.907 suggests lower volatility compared to the market
• Consistent focus on undervalued firms enhances growth potential

The Virtus KAR Mid-Cap Core Fund Class I is designed for investors seeking exposure to mid-cap stocks with a balanced approach to risk and return. The fund's strategy emphasizes identifying companies that are undervalued relative to their growth prospects, which can lead to significant capital appreciation over time. The recent dividend payout and stable price range further illustrate the fund's commitment to delivering value to its investors. With a market capitalization of $1.76 billion, the fund is well-positioned to capitalize on growth opportunities within the mid-cap sector.