US Mid-Cap Growth
Virtus KAR Small-Mid Cap Growth Fund
Last updated: 2026-03-23
The Verdict
Virtus KAR Small-Mid Cap Growth Fund charges an expense ratio of 0.99%. On a $100,000 portfolio, that's $990 per year in fees. Supreme.PM's decoded model provides similar exposure at a fraction of the cost, potentially saving $740 per year.
Expense Ratio
0.99%
Star Rating
1/ 5
Market Beta
0.94
Supreme.PM Cost
0.25%
Annual platform fee
Fee Analysis
Virtus KAR Small-Mid Cap Growth Fund charges 0.99% annually. Supreme.PM offers equivalent exposure for 0.25%, a savings of 0.74 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.
Related
US Mid-Cap Growth Category
Browse all US Mid-Cap Growth funds
US Mid-Cap Growth Rankings
Top-rated US Mid-Cap Growth funds
Our Methodology
How we decode fund strategies
DF Dent MidCap Growth Fund
2-star rated
T Rowe Price New Horizons Fund
3-star rated
Buffalo Discovery Fund
2-star rated
Virtus KAR Mid-Cap Growth Fund
2-star rated
Neuberger Berman Mid Cap Growth Fund
4-star rated
Frequently Asked Questions
What is the expense ratio of Virtus KAR Small-Mid Cap Growth Fund?
Virtus KAR Small-Mid Cap Growth Fund has an expense ratio of 0.99%. Supreme.PM's decoded model provides similar exposure at a significantly lower cost.
How does Supreme.PM replicate Virtus KAR Small-Mid Cap Growth 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.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.