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KMID - ETF AI Analysis
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Virtus KAR Mid-Cap ETF (KMID)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Monolithic Power and Heico, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Industrials, Technology, and Health Care, reducing reliance on any single industry.
Focused U.S. Exposure
With over 94% of its holdings in U.S. companies, the ETF benefits from exposure to one of the world's largest and most stable economies.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to other funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, like West Pharmaceutical Services and Verisk Analytics, have lagged year-to-date, potentially dragging down overall performance.
Sector Concentration Risk
Industrials make up over 40% of the portfolio, exposing the fund to risks if this sector faces a downturn.
KMID vs. SPDR S&P 500 ETF (SPY)
AUM40.55M
RegionNorth America
Expense Ratio0.80%
Beta0.83
IssuerVirtus
Inception DateOct 15, 2024
Dividend Yield0.06%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,356
30 Day Avg. Volume12,428
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
28.09Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KMID Summary
The Virtus KAR Mid-Cap ETF (KMID) is an investment fund focused on mid-sized companies in the U.S., offering a balance between growth potential and stability. It includes businesses like Monolithic Power and Ametek, which operate in sectors such as technology and industrials. This ETF is designed for investors who want to diversify their portfolio and benefit from the growth opportunities of mid-cap companies, which are often more agile than large corporations but less risky than small startups. However, new investors should be aware that the fund’s performance can fluctuate with the overall market and is heavily influenced by industrial and technology sectors.
How much will it cost me?The Virtus KAR Mid-Cap ETF (KMID) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because it is actively managed, with experts carefully selecting mid-cap stocks to balance growth potential and risk.
What would affect this ETF?The Virtus KAR Mid-Cap ETF (KMID) could benefit from economic growth in the U.S., particularly if mid-cap companies in sectors like Industrials and Technology continue to innovate and expand. However, rising interest rates or economic slowdowns could negatively impact mid-cap stocks, especially in cyclical sectors like Consumer Cyclical and Financials, which are more sensitive to market conditions. Regulatory changes or shifts in sector-specific trends could also influence the performance of top holdings like Monolithic Power and Ametek.
KMID Top 10 Holdings
The Virtus KAR Mid-Cap ETF is leaning heavily on industrials, with names like Ametek and Westinghouse Air Brake Technologies driving steady gains thanks to strong financial performance and optimistic guidance. Technology stocks, including Monolithic Power, are also giving the fund a boost, benefiting from robust earnings and strategic positioning. However, mixed results from Teledyne Technologies and lagging performance from Old Dominion Freight are holding back momentum. With a clear U.S. focus and a tilt toward industrial and tech sectors, this fund offers a balanced yet growth-oriented approach for mid-cap investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ametek | 6.88% | $2.79M | $48.49B | 17.09% | 79 Outperform | |
| Teledyne Technologies | 4.77% | $1.93M | $25.78B | 19.28% | 71 Outperform | |
| Domino's Pizza | 4.35% | $1.77M | $13.69B | -0.03% | 68 Neutral | |
| Heico Cp Cl A | 4.30% | $1.74M | $42.50B | 53.59% | 79 Outperform | |
| Monolithic Power | 4.27% | $1.73M | $45.94B | 63.96% | 75 Outperform | |
| Rollins | 4.20% | $1.70M | $29.41B | 30.22% | 79 Outperform | |
| Old Dominion Freight | 4.17% | $1.69M | $36.20B | -5.47% | 71 Outperform | |
| Westinghouse Air Brake Technologies | 4.14% | $1.68M | $38.37B | 14.33% | 79 Outperform | |
| West Pharmaceutical Services | 3.87% | $1.57M | $19.82B | -17.04% | 68 Neutral | |
| Ross Stores | 3.85% | $1.56M | $61.92B | 28.93% | 80 Outperform |
KMID Technical Analysis
Positive
―
Price Trends
24.35
Positive
24.49
Positive
24.43
Positive
Market Momentum
0.24
Negative
64.75
Neutral
96.14
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KMID, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.77, equal to the 50-day MA of 24.35, and equal to the 200-day MA of 24.43, indicating a bullish trend. The MACD of 0.24 indicates Negative momentum. The RSI at 64.75 is Neutral, neither overbought nor oversold. The STOCH value of 96.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KMID.
KMID Peer Comparison
Comparison Results
Performance Comparison
KMID
Virtus KAR Mid-Cap ETF
25.33
1.09
4.50%
MMID
MFS Active Mid Cap ETF
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JMID
Janus Henderson Mid Cap Growth Alpha ETF
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TSCM
TimesSquare Quality Mid Cap Growth ETF
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MCDS
JPMorgan Fundamental Data Science Mid Core ETF
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EPMB
Harbor Mid Cap Core ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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