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Mutual Fund ticker: NASDAQ
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Virtus Tactical Allocation C (POICX) Ownership - Who owns Virtus Tactical Allocation C?

The investment seeks capital appreciation and income... Show more

Profile

Category
Moderate Allocation
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.75
Min. Initial Investment
2500.00
Fund Existence
about 26 years
Turnover
37.00
Front Load
N/A
Net Assets
626719800.00
Manager Tenure
N/A

Fundamentals

POICX
Net Assets
627M
Fund Existence
about 26 years
Turnover
37.00
Total Expense Ratio
1.75
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.87
Assets in Top Ten Holdings
147M
Average Credit Quality
10
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
5.84M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
353.00
Number of Net Holdings
359.00
Number of Short Holdings
6.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
27.59%
Gain YTD
6.218
Annual Yield % from dividends
0.90
Returns for 1 year
-5.99
Returns for 3 years
26.85
Returns for 5 years
-9.16
Returns for 10 years
33.88
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Virtus Equity Trust101 Munson StreetGreenfield
Phone
N/A
Web
www.virtusinvestmentpartners.com