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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)
AUM31.36M
RegionNorth America
Expense Ratio0.80%
Beta0.82
IssuerVirtus
Inception DateOct 15, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10,170
30 Day Avg. Volume7,161
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
27.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
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 leans heavily into industrials, with names like Ametek and Rollins driving steady performance thanks to robust growth and operational strength. Technology stocks like Monolithic Power offer promise but face mixed momentum, while laggards like Domino's Pizza and Verisk Analytics in consumer and analytics sectors are holding back gains with bearish trends and valuation concerns. This U.S.-focused fund showcases a clear tilt toward industrial resilience and mid-cap agility, though some underperformers are creating bumps in the road for overall returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ametek | 6.80% | $2.14M | $45.18B | 0.98% | 78 Outperform | |
| Domino's Pizza | 4.61% | $1.45M | $14.04B | -12.73% | 58 Neutral | |
| Teledyne Technologies | 4.54% | $1.43M | $23.37B | 2.56% | 72 Outperform | |
| Rollins | 4.43% | $1.39M | $29.80B | 22.19% | 79 Outperform | |
| Monolithic Power | 4.30% | $1.35M | $44.31B | 62.95% | 71 Outperform | |
| West Pharmaceutical Services | 4.12% | $1.30M | $19.94B | -14.90% | 68 Neutral | |
| Heico Cp Cl A | 4.06% | $1.28M | $38.02B | 16.32% | 74 Outperform | |
| Westinghouse Air Brake Technologies | 4.00% | $1.26M | $35.52B | 3.55% | 75 Outperform | |
| Pentair | 3.86% | $1.21M | $17.36B | -2.67% | 75 Outperform | |
| Verisk Analytics | 3.75% | $1.18M | $31.20B | -23.90% | 70 Outperform |
KMID Technical Analysis
Neutral
―
Price Trends
24.31
Negative
24.60
Negative
24.36
Negative
Market Momentum
-0.17
Negative
52.87
Neutral
79.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KMID, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 23.93, equal to the 50-day MA of 24.31, and equal to the 200-day MA of 24.36, indicating a neutral trend. The MACD of -0.17 indicates Negative momentum. The RSI at 52.87 is Neutral, neither overbought nor oversold. The STOCH value of 79.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for KMID.
KMID Peer Comparison
Comparison Results
Performance Comparison
KMID
Virtus KAR Mid-Cap ETF
24.15
-1.91
-7.33%
AFMC
First Trust Active Factor Mid Cap ETF
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MID.ETF
American Century Mid Cap Growth Impact ETF
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MMID
MFS Active Mid Cap 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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