This paper is updated quarterly. The current edition reflects data as of December 31, 2023.
Mid-cap stocks have historically outperformed large- and small-cap stocks over the long run and with less risk than small caps. Investors lacking mid-cap exposure may be missing out on the diversification potential of a key equity segment.
This paper reviews the historical performance, attributes, and fundamental strengths that distinguish mid-cap companies from small caps and large caps, the opportunity that exists for active portfolio managers to add value in the mid-cap equity space, and how a focus on high-quality mid-cap companies has helped the Virtus KAR Mid-Cap Core Fund achieve strong risk-adjusted performance since its 2009 inception.
Investment Partner
The commentary is the opinion of Kayne Anderson Rudnick. This material has been prepared using sources of information generally believed to be reliable; however, its accuracy is not guaranteed. Opinions represented are subject to change and should not be considered investment advice or an offer of securities.
Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial professional, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.
Past performance is no guarantee of future results.
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