KMID: High Growth, Low Volatility Mid-Cap ETF

2025-05-12 07:03:56 ET

Summary

• The Virtus KAR Mid-Cap ETF has a high conviction portfolio of 27 mid-cap stocks focused on quality and low volatility.
• KMID is overweight in the industrial sector and has growth characteristics.
• KMID has outperformed its benchmark with lower volatility, in line with its objective.
• KMID shows promising results, although XMLV looks a safer choice for investors seeking a low-volatility mid-cap ETF.

KMID strategy

Virtus KAR Mid-Cap ETF ( KMID ) is an actively managed fund aiming at long-term capital appreciation with less risk than the Russell Midcap Index. KMID was launched on 10/15/2024, has a high-conviction portfolio of 27 stocks and an expense ratio of 0.80%. KMID is designed to hold 25 to 35 mid-cap stocks with a focus on high-quality businesses and a low volatility approach. As described in the prospectus by Virtus Investment Partners ,...

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