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VTARX
Mutual Fund ticker: NASDAQ
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Virtus Tactical Allocation R6 (VTARX) Ownership - Who owns Virtus Tactical Allocation R6?

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
0.60
Min. Initial Investment
2500000.00
Fund Existence
over 4 years
Turnover
37.00
Front Load
N/A
Net Assets
648398850.00
Manager Tenure
N/A

Fundamentals

VTARX
Net Assets
648M
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
10
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
1.58M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.55
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
606.00
Number of Net Holdings
608.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
23.28%
Gain YTD
5.999
Annual Yield % from dividends
1.92
Returns for 1 year
0.71
Returns for 3 years
16.89
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category ModerateAllocation

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