Virtus KAR Mid-Cap Core Fund
Shareclass
Virtus KAR Mid-Cap Core I (VIMCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Virtus KAR Mid-Cap Core Fund
FUND COVERAGE
# of holdings31
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Equifax Inc3.92%$109.47M
- 2. FactSet Research Systems Inc2.58%$72.16M
- 3. Verisk Analytics Inc3.18%$88.84M
- 4. LPL Financial Holdings Inc3.32%$92.68M
- 5. Nordson Corp1.98%$55.42M
- 6. Pentair PLC3.51%$97.94M
- 7. Broadridge Financial Solutions Inc2.86%$79.8M
- 8. Domino's Pizza Inc2.88%$80.39M
- 9. MSCI Inc3%$83.74M
- 10. Pool Corp2.86%$79.75M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp Class A5.69%$158.9M
- 2. Houlihan Lokey Inc Class A5.29%$147.8M
- 3. Old Dominion Freight Line Inc Ordinary Shares2.99%$83.43M
- 4. Brown & Brown Inc2.56%$71.58M
- 5. Exponent Inc2.2%$61.52M
- 6. Advanced Drainage Systems Inc2.57%$71.88M
- 7. Align Technology Inc2.88%$80.49M
- 8. WR Berkley Corp1.9%$53.12M
- 9. Teledyne Technologies Inc4.6%$128.54M
- 10. West Pharmaceutical Services Inc3.17%$88.46M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Virtus KAR Mid-Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$238.02M
8.52%
Borders high risk
1
$128.54M
4.6%
Total
2
$238.02M
8.52%
Holdings — 2 flagged holdings
1.
Teledyne Technologies Inc
:$128.54M
4.6%
2.
Equifax Inc
:$109.47M
3.92%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Virtus KAR Mid-Cap Core Fund VIMCX
Environment
Social
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