VTARX

Mutual Fund ticker: NASDAQ

PRICE

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

619M

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

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

1.49M

Fund Type

OpenEnd

Index Fund

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

-0.118

Annual Yield % from dividends

2.02

Returns for 1 year

-3.74

Returns for 3 years

-4.50

Returns for 5 years

N/A

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details