Virtus Mid Cap Value Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 1 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Virtus funds

See full Mid-Cap Value rankings

See more fund rankings

Performance

The fund has returned 26.79 percent over the past year, 14.20 percent over the past three years, 25.70 percent over the past five years, and 8.87 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 5.0%
1 Year 26.8%
3 Years (Annualized) 14.2%
5 Years (Annualized) 25.7%
10 Years (Annualized) 8.9%

See more FMICX performance

Summary

The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its assets in securities of medium market capitalization companies. The fund's subadviser considers medium market capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell Midcap® Index. Using a contrarian investment approach, the subadviser searches for successful business segments buried in distressed or restructuring companies.

Fees

Fees are Low compared to funds in the same category.
Virtus Mid Cap Value Fund has an expense ratio of 2.16 percent.

See more FMICX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more FMICX risk