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KMID - ETF AI Analysis
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Virtus KAR Mid-Cap ETF (KMID)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Mid-Cap Sector Mix
The fund spreads its investments across several key sectors like industrials, technology, consumer, financials, and health care, which helps reduce reliance on any single part of the market.
Generally Strong Top Holdings
Most of the largest positions, such as Monolithic Power, Teledyne Technologies, and Old Dominion Freight, have shown strong year-to-date performance, supporting the ETF’s overall results.
Positive Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
High Industrial Sector Concentration
With a large portion of assets in industrials, the fund is more exposed if that sector experiences a downturn.
Limited Geographic Diversification
The ETF is heavily focused on U.S. companies, offering little exposure to opportunities or diversification in other regions.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
KMID vs. SPDR S&P 500 ETF (SPY)
AUM40.95M
RegionNorth America
Expense Ratio0.80%
Beta0.82
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. Volume13,494
30 Day Avg. Volume14,539
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
28.41Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering27
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
KMID Summary
Virtus KAR Mid-Cap ETF (KMID) is an actively managed fund that focuses on mid-sized U.S. companies, aiming for a balance between growth potential and stability. It doesn’t track a specific index, but instead selects a mix of businesses mainly in industrials, technology, consumer, financial, and health care sectors. Well-known holdings include Domino’s Pizza and Ross Stores. Someone might invest in KMID to diversify beyond large, familiar blue-chip stocks and tap into the growth of mid-sized firms. A key risk is that mid-cap stocks can be more volatile and can go up and down sharply with the market.
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
KMID is leaning hard into U.S. industrial champions, with names like Ametek, Old Dominion Freight, and Westinghouse Air Brake acting as the main engines of performance thanks to steadily rising share prices and solid fundamentals. Tech holding Monolithic Power adds a growth kicker, also trending higher. Consumer names are more of a mixed bag: Ross Stores is helping, but Domino’s Pizza is clearly losing steam and weighing on returns. Overall, this is a U.S.-focused, mid-cap story dominated by industrial strength with a side of tech-driven momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ametek | 7.51% | $3.11M | $52.89B | 25.18% | 79 Outperform | |
| Teledyne Technologies | 5.70% | $2.36M | $31.00B | 34.83% | 71 Outperform | |
| Monolithic Power | 5.15% | $2.13M | $56.12B | 71.03% | 75 Outperform | |
| Westinghouse Air Brake Technologies | 4.67% | $1.93M | $43.78B | 36.06% | 79 Outperform | |
| Old Dominion Freight | 4.62% | $1.91M | $40.40B | -6.36% | 71 Outperform | |
| Rollins | 3.98% | $1.65M | $27.93B | 14.45% | 79 Outperform | |
| Heico Cp Cl A | 3.94% | $1.63M | $39.65B | 42.34% | 79 Outperform | |
| Ross Stores | 3.92% | $1.62M | $63.57B | 41.64% | 80 Outperform | |
| Domino's Pizza | 3.91% | $1.62M | $12.69B | -21.22% | 68 Neutral | |
| Align Tech | 3.73% | $1.54M | $13.40B | -9.67% | 74 Outperform |
KMID Technical Analysis
Positive
―
Price Trends
25.02
Positive
24.65
Positive
24.71
Positive
Market Momentum
0.13
Positive
52.70
Neutral
60.81
Neutral
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 25.45, equal to the 50-day MA of 25.02, and equal to the 200-day MA of 24.71, indicating a bullish trend. The MACD of 0.13 indicates Positive momentum. The RSI at 52.70 is Neutral, neither overbought nor oversold. The STOCH value of 60.81 is Neutral, 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
25.46
0.92
3.75%
MID.ETF
American Century Mid Cap Growth Impact ETF
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MMID
MFS Active Mid Cap 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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