Key stats
About Virtus ETF Trust II Virtus KAR Mid-Cap ETF
Expense ratio
0.80%
Home page
Inception date
Oct 15, 2024
KMID invests in mid-cap companies that are believed to be undervalued relative to their future growth potential, focusing on those with sustainable competitive advantages, strong management, and low financial risk. The strategy emphasizes firms with robust balance sheets and low leverage, concentrating primarily on US stocks and occasionally investing in ADRs. Typically maintaining a portfolio of 25 to 35 securities, the fund targets companies within the mid-cap range as defined by the Russell Midcap Index. KMID selects its investments based on thorough analysis and potential for growth over market cycles. As an actively managed ETF, KMID aims for long-term capital growth through this focused investment approach.
Classification
What's in the fund
Exposure type
Technology Services
Producer Manufacturing
Electronic Technology
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.