PDIAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Virtus KAR Equity Income A (PDIAX) Ownership - Who owns Virtus KAR Equity Income A?

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

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

PDIAX

Net Assets

119M

Fund Existence

over 27 years

Turnover

17.00

Total Expense Ratio

1.20

Front Load

5.50%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.35

Assets in Top Ten Holdings

54.7M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

102M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Number of Long Holdings

41.00

Number of Net Holdings

41.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

41.29%

Gain YTD

2.863

Annual Yield % from dividends

2.81

Returns for 1 year

8.42

Returns for 3 years

6.42

Returns for 5 years

38.30

Returns for 10 years

15.65

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category LargeValue

Profile

Fundamentals

Details