KMID

📎 Investment Objective

The Virtus KAR Mid-Cap ETF seeks to provide long-term capital appreciation by investing in a portfolio of mid-capitalization companies that the fund's investment manager believes have strong competitive positions, consistent and predictable earnings growth, and attractive valuations.

✨ Key Features

• Focuses on mid-cap companies with strong competitive positions and consistent earnings growth
• Utilizes a bottom-up, fundamental research process to select investments
• Seeks long-term capital appreciation through a concentrated portfolio of 30-50 holdings
• Expense ratio of 0.00%

⚠️ Primary Risks

• Market risk: The value of the fund's holdings may decline due to general market conditions
• Equity risk: The value of the fund's equity investments may fluctuate due to changes in the financial condition of the issuers
• Mid-cap risk: Investments in mid-cap companies may be more volatile and less liquid than larger companies
• Concentration risk: The fund's concentrated portfolio may be more volatile than a more diversified fund

👤 Best For

The Virtus KAR Mid-Cap ETF may be suitable for investors seeking long-term capital appreciation through exposure to a portfolio of high-quality mid-cap companies. Investors should have a moderate to high risk tolerance and a long-term investment horizon of at least 5 years.