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VTARX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Virtus Tactical Allocation R6 (VTARX) Ownership - Who owns Virtus Tactical Allocation R6?

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

Category: #Moderate Allocation

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

Profile

Details

Group

Balanced Funds

Fundamentals

VTARX

Net Assets

646M

Fund Existence

over 4 years

Turnover

37.00

Total Expense Ratio

0.60

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.76

Assets in Top Ten Holdings

147M

Average Credit Quality

Average Effective Duration

8.78

Average Effective Maturity

14.24

Fund of Funds

Fund Share Class Net Assets

1.6M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

9.05

No Load Fund

Yes

Number of Long Holdings

331.00

Number of Net Holdings

334.00

Number of Short Holdings

3.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

29.39%

Gain YTD

6.726

Annual Yield % from dividends

1.92

Returns for 1 year

0.78

Returns for 3 years

22.70

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details