US Mid-Cap Growth
Virtus KAR Small-Mid Cap Core Fund
Last updated: 2026-03-11
The Verdict
Virtus KAR Small-Mid Cap Core Fund charges an expense ratio of 0.98%. On a $100,000 portfolio, that's $980 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $730 per year.
Expense Ratio
0.98%
Star Rating
2/ 5
Market Beta
1.02
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Virtus KAR Small-Mid Cap Core Fund charges 0.98% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.73 percentage points.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
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Our Methodology
How we decode fund strategies
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Delaware Ivy Mid Cap Growth Fund
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Virtus KAR Mid-Cap Core Fund
4-star rated
Neuberger Berman Mid Cap Growth Fund
3-star rated
Frequently Asked Questions
What is the expense ratio of Virtus KAR Small-Mid Cap Core Fund?
Virtus KAR Small-Mid Cap Core Fund has an expense ratio of 0.98%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Virtus KAR Small-Mid Cap Core Fund?
Supreme.PM uses AI to analyze the fund's holdings and trading patterns, creating a decoded model that tracks the fund's performance.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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