MENU
VTAIX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Virtus Tactical Allocation I (VTAIX) Ownership - Who owns Virtus Tactical Allocation I?

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
N/A
Min. Initial Investment
100000.00
Fund Existence
over 5 years
Turnover
23.00
Front Load
N/A
Net Assets
668829250.00
Manager Tenure
N/A

Fundamentals

VTAIX
Net Assets
669M
Fund Existence
over 5 years
Turnover
23.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
147M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
24.1M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
552.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
15.144
Annual Yield % from dividends
1.39
Returns for 1 year
26.87
Returns for 3 years
-12.43
Returns for 5 years
30.36
Returns for 10 years
N/A
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
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