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Virtus Contrarian Value C (FMICX) Fund Ranking and Research

Ranking, Research and Recommendation of Virtus Contrarian Value C (FMICX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Virtus Contrarian Value C Fund (FMICX) ManagerFund Manager - Bruce L. Bottomley

Fund Manager Information

Fund Manager Tenure: 22.4 years
Similar Funds: FMIVX 
Fund Family: Virtus
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.43)     (What does this score mean?)
Bottomley is co-founder, managing director and portfolio manager at Sasco Capital, Inc., his employer since 1986. Bottomley has over 33 years of investment experience.  Get more insights on Bruce L. Bottomley

 

Graph of Virtus Contrarian Value C Fund (FMICX) ProfileVirtus Contrarian Value C Fund (FMICX) Profile

Fund Profile and Description

Virtus Contrarian Value C Fund seeks long-term capital growth. Virtus Contrarian Value C Fund normally invests at least 80% of total assets in securities of mid-capitalization companies that have market capitalizations within the range of companies included in the Russell Midcap Index. The subadviser uses a contrarian investment approach and searches for successful business segments buried in distressed or restructuring companies. The subadviser targets established companies that, based on independent research, offer promising future growth prospects.

 

Virtus Contrarian Value C (FMICX) Fund Strength What we like about Virtus Contrarian Value C (FMICX) Fund

Data for Virtus Contrarian Value C Fund (FMICX) as of May 30, 2016

  • Virtus Contrarian Value C Fund (FMICX) management has been with Virtus Contrarian Value C Fund for 22.4 years
  • Virtus Contrarian Value C Fund (FMICX) ratio of up-years vs down years is greater than 2
  • Virtus Contrarian Value C Fund (FMICX) has an annual stock turnover rate of 13.00% vs Mid-Cap Value average of 53.78%. It is good that Virtus Contrarian Value C management does not trade extensively for its return.

Virtus Contrarian Value C Fund (FMICX) Weakness What we are cautious about Virtus Contrarian Value C (FMICX) Fund

Data for Virtus Contrarian Value C Fund (FMICX) as of May 30, 2016

  • Virtus Contrarian Value C Fund (FMICX) has a less-than-ideal short-term performance (1-year return -8.98% vs -3.20% Mid-Cap Value category median performance)
  • Virtus Contrarian Value C Fund (FMICX) has a less-than-ideal mid-term performance (3-year return 2.63% vs 8.20% Mid-Cap Value category median performance)
  • Virtus Contrarian Value C Fund (FMICX) has a less-than-ideal Long-term performance (5-year return 5.11% vs 8.87% Mid-Cap Value category median performance)
  • Virtus Contrarian Value C Fund (FMICX) has a Morningstar rating of 3 and below
  • Virtus Contrarian Value C Fund (FMICX) is less safe compared to its Mid-Cap Value peers
  • Virtus Contrarian Value C Fund (FMICX) does not have a good risk adjusted return as its 3-year Alpha of -8.84 is worse than category average of -2.7, and its 3-year Sharpe ratio is 0.24
  • Virtus Contrarian Value C Fund (FMICX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.28 that is higher than category average of 12.6
  • Virtus Contrarian Value C Fund (FMICX) has a higher expense ratio of 2.16% than its Mid-Cap Value average of 1.18%
  • Virtus Contrarian Value C Fund (FMICX) carries a 1% load
See Virtus Contrarian Value C Fund (FMICX) performance details as of May 30, 2016

 

What do you think?

 

Compare Virtus Contrarian Value C Fund (FMICX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Virtus Contrarian Value C9.93-8.982.635.11
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Virtus Contrarian Value C Fund (FMICX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Virtus Contrarian Value C Fund (FMICX) Net Asset TrackingVirtus Contrarian Value C (FMICX) Fund Net Asset

Track net asset change of Virtus Contrarian Value C fund (FMICX)

DateNet Asset
05/2016$243.70M
03/2016$254.85M
02/2016$241.35M
More historic net asset information on Virtus Contrarian Value C Fund (FMICX)

  

Graph of Virtus Contrarian Value C Fund (FMICX) Portfolio TrackingVirtus Contrarian Value C (FMICX) Fund Portfolio Allocation

Track portfolio allocation change of Virtus Contrarian Value C fund (FMICX)

DateCashStockBondOther
04/20160.13%99.87%0%0%
02/20160%100%0%0%
01/20160%100%0%0%
Click here to see more historic asset allocation information on Virtus Contrarian Value C Fund (FMICX)

 

graph of Virtus Contrarian Value C Fund (FMICX) Top 10 Position TrackingTop 10 Holdings in Virtus Contrarian Value C (FMICX) Fund

Discover what Virtus Contrarian Value C Fund (FMICX) manager is buying

Apr 29, 2016
ConAgra Foods, Inc. Common Stoc [4.97%]
ONEOK, Inc. Common Stock [4.92%]
International Paper Company Com [4.6%]
Owens-Illinois, Inc. Common Sto [4.58%]
Alcoa Inc. Common Stock [4.57%]
Dominion Resources, Inc. Common [4.34%]
HD Supply Holdings, Inc. [4.21%]
Weyerhaeuser Company Common Sto [4.06%]
Crown Holdings, Inc. [4.02%]
Raytheon Company Common Stock [3.92%]

Feb 28, 2016
ConAgra Foods, Inc. Common Stoc [5.23%]
Dominion Resources, Inc. Common [4.91%]
Target Corporation Common Stock [4.72%]
HD Supply Holdings, Inc. [4.35%]
Crown Holdings, Inc. [4.3%]
Raytheon Company Common Stock [4.29%]
Republic Services, Inc. Common [4.26%]
Alcoa Inc. Common Stock [4.1%]
International Paper Company Com [4.09%]
TJX Companies, Inc. (The) Commo [4.06%]

Jan 30, 2016
ConAgra Foods, Inc. Common Stoc [5.53%]
Dominion Resources, Inc. Common [5.38%]
Target Corporation Common Stock [4.65%]
Raytheon Company Common Stock [4.44%]
Republic Services, Inc. Common [4.37%]
Crown Holdings, Inc. [4.21%]
TJX Companies, Inc. (The) Commo [4.19%]
KONINKLIJKE AHOLD [4.13%]
HD Supply Holdings, Inc. [4.11%]
ONEOK, Inc. Common Stock [3.95%]
Click here for Stock Holding Change Map in Virtus Contrarian Value C Fund (FMICX)

  

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