Virtus Kar Longshort Fund Quote
| VLSCX Fund | USD 16.90 0.08 0.47% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Virtus Kar is trading at 16.90 as of the 23rd of May 2024; that is -0.47 percent decrease since the beginning of the trading day. The fund's open price was 16.98. Virtus Kar has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Virtus Kar Longshort are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of February 2024 and ending today, the 23rd of May 2024. Click here to learn more.
Normally, the fund invests at least 80 percent of its assets in equity securities and equity-related instruments, in long and short positions of U.S.-listed equity securities of any capitalization. Its investments may include securities of U.S. and foreign issuers, including securities of issuers in emerging market countries and securities denominated in a currency other than the U.S. More on Virtus Kar Longshort
Moving together with Virtus Mutual Fund
| 0.84 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.72 | SAINX | Ridgeworth Seix Porate | PairCorr |
| 0.75 | SAMFX | Ridgeworth Seix Total | PairCorr |
Moving against Virtus Mutual Fund
| 0.42 | SSAGX | Virtus Seix Government | PairCorr |
Virtus Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Virtus Kar's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Virtus Kar or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Virtus Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Virtus (View all Sectors) |
| Update Date | 31st of March 2024 |
Virtus Kar Longshort [VLSCX] is traded in USA and was established 23rd of May 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of Virtus family. This fund at this time has accumulated 52.67 M in net assets with minimum initial investment of 2.5 K. Virtus Kar Longshort is currently producing year-to-date (YTD) return of 2.67%, while the total return for the last 3 years was 1.39%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Kar Longshort Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Kar Longshort Mutual Fund Constituents
| MCO | Moodys | Stock | Financials |
| ODFL | Old Dominion Freight | Stock | Industrials |
| TRU | TransUnion | Stock | Industrials |
| SEIC | SEI Investments | Stock | Financials |
| MAX | MediaAlpha | Stock | Communication Services |
| ZTS | Zoetis Inc | Stock | Health Care |
| V | Visa Class A | Stock | Financials |
Virtus Kar Longshort Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Virtus Kar market risk premium is the additional return an investor will receive from holding Virtus Kar long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Virtus Kar. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Virtus Kar's alpha and beta are two of the key measurements used to evaluate Virtus Kar's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.473 | |||
| Semi Deviation | 0.6817 | |||
| Standard Deviation | 0.6776 | |||
| Variance | 0.4592 |
Virtus Kar Against Markets
Picking the right benchmark for Virtus Kar mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Virtus Kar mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Virtus Kar is critical whether you are bullish or bearish towards Virtus Kar Longshort at a given time. Please also check how Virtus Kar's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Virtus Kar without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Virtus Mutual Fund?
Before investing in Virtus Kar, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Virtus Kar. To buy Virtus Kar fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Virtus Kar. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Virtus Kar fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Virtus Kar Longshort fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Virtus Kar Longshort fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Virtus Kar Longshort, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Virtus Kar Longshort?
The danger of trading Virtus Kar Longshort is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Virtus Kar is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Virtus Kar. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Virtus Kar Longshort is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Virtus Kar Longshort. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Virtus Kar Longshort information on this page should be used as a complementary analysis to other Virtus Kar's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.