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Virtus KAR Mid-Cap Core Fund Q4 2025 Commentary

Seeking Alpha
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The Virtus KAR Mid-Cap Core Fund posted a -2.44% return in Q4 2025, underperforming the Russell Midcap Index’s 0.16% gain, reflecting broader mid-cap market challenges. Top performers included Cooper Companies and Ross Stores, driving relative gains, while Houlihan Lokey and Pool Corporation weighed heavily on results as the fund’s biggest detractors. The fund adjusted holdings by adding Jack Henry & Associates, a fintech provider, and exiting FactSet Research Systems, signaling a strategic shift toward financial technology and data services. AI-driven tech stocks dominated Q4 market narratives, with investor scrutiny intensifying over sustained rally potential and escalating capital expenditures in artificial intelligence infrastructure. Concerns emerged about whether massive AI investments would yield proportional returns, casting uncertainty over the sector’s near-term valuation and growth trajectory.
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Mutual Fund Commentaries82 FollowersFollow5ShareSavePlay(7min)CommentsSummaryThe Virtus KAR Mid-Cap Core Fund returned -2.44% (Class I) in the quarter, underperforming the Russell Midcap® Index’s 0.16% return.Cooper Companies and Ross Stores were the largest contributors to performance in the quarter.Houlihan Lokey and Pool Corporation were the largest detractors from performance in the quarter.During the quarter, we purchased Jack Henry & Associates for the portfolio, and we sold FactSet Research Systems. ATHVisions/E+ via Getty Images Market Summary Technology stocks, particularly AI-related names, remained in the spotlight during the fourth quarter, with much market attention on the rally’s sustainability and the scale of capital expenditures. Investor concerns grew about whether outsized investments in AI wouldThis article was written byMutual Fund Commentaries82 FollowersFollowSelect quarterly mutual fund commentaries.

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