Virtus KAR Mid-Cap ETF KMID

Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis KMID

Will KMID outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Team changes amid a slump spur a downgrade.

Associate Analyst Elijah Broadbent

Elijah Broadbent

Associate Analyst

Summary

Weak results and an uptick in analyst departures amid broader organizational change prompt a downgrade of Virtus KAR Mid-Cap Core ETF’s People Pillar from High to Above Average, while the Process rating remains Above Average.

Rated on Published on

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Portfolio Holdings KMID

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AMETEK Inc

6.84 4M
Industrials

Cash

5.94 3M
Cash and Equivalents

Monolithic Power Systems Inc

5.93 3M
Technology

Teledyne Technologies Inc

5.73 3M
Technology

Westinghouse Air Brake Technologies Corp

5.63 3M
Industrials

West Pharmaceutical Services Inc

5.54 3M
Healthcare

Ross Stores Inc

4.90 3M
Consumer Cyclical

Allegion PLC

4.24 2M
Industrials

Verisk Analytics Inc

3.80 2M
Industrials

Heico Corp Class A

3.77 2M
Industrials

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