Virtus Kar Longshort Fund Quote
VLSIX Fund | USD 17.51 0.04 0.23% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Virtus Kar is trading at 17.51 as of the 5th of June 2024; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 17.47. 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 6th of May 2024 and ending today, the 5th of June 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
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Virtus Mutual Fund Highlights
Fund Concentration | Virtus Funds, Large Funds, Long-Short Equity Funds, Long-Short Equity, Virtus, Large, Long-Short Equity (View all Sectors) |
Update Date | 30th of June 2024 |
Expense Ratio Date | 28th of February 2023 |
Fiscal Year End | October |
Virtus Kar Longshort [VLSIX] is traded in USA and was established 5th of June 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 94.7 M in net assets with no minimum investment requirementsVirtus Kar Longshort is currently producing year-to-date (YTD) return of 1.38%, while the total return for the last 3 years was 1.13%.
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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
ODFL | Old Dominion Freight | Stock | Industrials |
SEIC | SEI Investments | Stock | Financials |
TRU | TransUnion | Stock | Industrials |
MCO | Moodys | Stock | Financials |
ZTS | Zoetis Inc | Stock | Health Care |
WRB | W R Berkley | Stock | Financials |
VRSK | Verisk Analytics | Stock | Industrials |
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 | 0.5027 | |||
Standard Deviation | 0.6825 | |||
Variance | 0.4658 | |||
Risk Adjusted Performance | (0.03) |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Kar security.
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