Weak results and an uptick in analyst departures amid broader organizational change prompt a downgrade of Virtus KAR Mid-Cap Core ETF’s People Pillar from High to Above Average, while the Process rating remains Above Average.
Virtus KAR Mid-Cap ETF KMID
Morningstar’s Analysis KMID
Will KMID outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
AMETEK Inc | 6.51 | 3M | Industrials |
Teledyne Technologies Inc | 5.93 | 3M | Technology |
West Pharmaceutical Services Inc | 5.89 | 3M | Healthcare |
Westinghouse Air Brake Technologies Corp | 5.33 | 3M | Industrials |
Allegion PLC | 4.83 | 3M | Industrials |
Ross Stores Inc | 4.81 | 3M | Consumer Cyclical |
Cash | 4.69 | 2M | Cash and Equivalents |
Verisk Analytics Inc | 4.24 | 2M | Industrials |
Heico Corp Class A | 3.83 | 2M | Industrials |
MSCI Inc | 3.76 | 2M | Financial Services |