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Virtus Equity Positions Weight

 
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Equity Positions Weight breakdown for Virtus

Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.

Virtus

Stock Percentage

=

% of Equities

in the fund

=
55.15 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Compare Virtus to competition

Virtus Equity Positions Weight Assessment

According to company disclosure Virtus Tactical Allocation A has Equity Positions Weight of 55%. This is 18.38% lower than that of Virtus family, and 3.9% lower than that of Moderate Allocation category, The Equity Positions Weight for all funds is 20.0% lower than the firm.

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Equity Positions Weight Comparison

Virtus is currently under evaluation in equity positions weight among similar funds.
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NAINX United States NASDAQ
Virtus Tactical Allocation A
Benchmark S&P 500
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
    

Other Virtus Fundamentals

Price to Earning12.40 times
Price to Book2.45 times
Price to Sales1.09 times
Number of Employees1
Probability Of Bankruptcy1.00 %
Annual Yield2.01 %
Year to Date Return3.38 %
One Year Return(1.61) %
Three Year Return11.98 %
Five Year Return1.83 %
Ten Year Return3.74 %
Net Asset188.63 M
Minimum Initial Investment2.5 K
Last Dividend Paid0.06
Holdings Turnover128.00 %
Cash Position Weight1.76 %
Equity Positions Weight55.15 %
Bond Positions Weight34.33 %


 
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