Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Helen Hou


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | PICMX Insights | PICMX Score | PICMX Performance | PICMX Manager | PICMX News | PICMX Allocation | PICMX Holdings Change

Mutual Fund Insights: Virtus Mid-Cap Growth I Fund (PICMX)

In-depth Analysis of Virtus Mid-Cap Growth I Fund (PICMX)

Mutual fund chart: Virtus Mid-Cap Growth I Fund (PICMX)

3 months
6 months
1 year
3 year
5 year

See Virtus Mid-Cap Growth I Fund (PICMX) performance details as of January 31, 2010

  

    Last Trade: $14.07 on 3/16/2010, Change: +0.11 (0.79%)
Experiment our closing price forecasting tool for Virtus Mid-Cap Growth I Fund (PICMX) (alpha release)

  

Fund Manager - Daniel L. Sido

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Daniel L. Sido is a Senior Partner and Portfolio Manager and joined Harris Investment Management in 1994. Dan joined the firm from St. Louis bringing 11 years experience as a Portfolio Manager of taxable and non-taxable equity and fixed income accounts and as a fundamental and quantitative research analyst. Dan is a member of the Chicago Quantitative Alliance and graduated from Bradley University with a B.S. in Finance and an M.B.A. from Saint Louis University.  Get more insights on Daniel L. Sido

  

What we like about Virtus Mid-Cap Growth I Fund (PICMX) What we like about Virtus Mid-Cap Growth I Fund (PICMX)

Data for Virtus Mid-Cap Growth I Fund (PICMX) as of January 31, 2010

  • Virtus Mid-Cap Growth I Fund (PICMX) management has been with Virtus Mid-Cap Growth I Fund for 3.7 years
  • Virtus Mid-Cap Growth I Fund (PICMX) has good short-term performance (1-year return 44.58% vs 39.73% Mid-Cap Growth category average)
  • Virtus Mid-Cap Growth I Fund (PICMX) has a lower management fee than its Mid-Cap Growth average: 1.20% vs 1.46%
  • Virtus Mid-Cap Growth I Fund (PICMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Virtus Mid-Cap Growth I Fund (PICMX) What we are cautious about Virtus Mid-Cap Growth I Fund (PICMX)

Data for Virtus Mid-Cap Growth I Fund (PICMX) as of January 31, 2010

  • Virtus Mid-Cap Growth I Fund (PICMX) has a less-than-ideal mid-term performance (3-year return -8.95% vs -5.54% Mid-Cap Growth category average)
  • Virtus Mid-Cap Growth I Fund (PICMX) has a less-than-ideal Long-term performance (5-year return -3.03% vs 1.43% Mid-Cap Growth category average)
  • Virtus Mid-Cap Growth I Fund (PICMX) ratio of up-years vs down years can be improved
  • Virtus Mid-Cap Growth I Fund (PICMX) has a Morningstar rating of 3 and below
  • Virtus Mid-Cap Growth I Fund (PICMX) is less safe compared to its Mid-Cap Growth peers
  • Virtus Mid-Cap Growth I Fund (PICMX) does not have a good risk adjusted return as its 3-year Alpha of 0.96 is worse than category average of 3.29, and its 3-year Sharpe ratio is -0.31
  • Virtus Mid-Cap Growth I Fund (PICMX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.78 that is higher than category average of 23.72
See Virtus Mid-Cap Growth I Fund (PICMX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Mid-Cap Growth category?

Below are some additional Mid-Cap Growth mutual funds generated out of our database

  

Virtus Mid-Cap Growth I Fund (PICMX) Net Asset

Track net asset change of Virtus Mid-Cap Growth I fund (PICMX)

DateNet Asset
01/2010$1.26M
11/2009$1.17M
10/2009$1.13M
More historic net asset information on Virtus Mid-Cap Growth I Fund (PICMX)

  

Virtus Mid-Cap Growth I Fund (PICMX) Portfolio Allocation

Track portfolio allocation change of Virtus Mid-Cap Growth I fund (PICMX)

DateCashStockBondOther
09/20090.93%99.07%0%0%
06/20091.93%98.07%0%0%
03/20091.01%98.99%0%0%
Click here to see more historic asset allocation information on Virtus Mid-Cap Growth I Fund (PICMX)

  

Most Recent Top 10 Holdings in Virtus Mid-Cap Growth I Fund (PICMX)

Discover what Virtus Mid-Cap Growth I Fund (PICMX) manager is buying

30-Sep-09
MANPOWER INC [2.57%]
NALCO HOLDING CO. [2.44%]
CROWN HOLDINGS INC [2.33%]
AES CORPORATION [2.32%]
UNIVERSAL HLTH SVC B [2.29%]
AVNET INC [2.28%]
Symantec Corporation [2.28%]
KINETIC CONCEPTS INC [2.24%]
CARLISLE COS INC [2.2%]
AFFILIATED COMP SVCS [2.19%]

30-Jun-09
DEAN FOODS CO [2.55%]
Symantec Corporation [2.49%]
UNIVERSAL HLTH SVC B [2.4%]
CROWN HOLDINGS INC [2.39%]
Fiserv, Inc. [2.36%]
GOODRICH CORPORATION [2.35%]
MANPOWER INC [2.21%]
HARSCO CP [2.14%]
AVNET INC [2.13%]
AFFILIATED COMP SVCS [2.08%]

31-Mar-09
Pepsi Bottling Group Inc [3.82%]
TJX Companies, Inc. (New) [3.24%]
Symantec Corporation [2.87%]
Affiliated Computer Services, I [2.69%]
Universal Health Services, Inc. [2.62%]
Harsco Corp. [2.56%]
Kroger Co. [2.39%]
Goodrich Corp. [2.14%]
Telephone and Data Systems, Inc [2.11%]
Crown Holdings Inc [1.91%]
Click here for Stock Holding Change Map in Virtus Mid-Cap Growth I Fund (PICMX)

  

Related books and products to Virtus Mid-Cap Growth I Fund (PICMX)

  

Latest News on Virtus Mid-Cap Growth I (PICMX)

See what is happening with Virtus Mid-Cap Growth I Fund (PICMX)

 

Books and Resources

 

 

See more information on Virtus Mid-Cap Growth I Fund (PICMX)