Virtus Tactical Allocation Fund Quote
| VTAIX Fund | USD 10.72 0.03 0.28% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Virtus Tactical is trading at 10.72 as of the 19th of April 2024; that is -0.28 percent decrease since the beginning of the trading day. The fund's open price was 10.75. Virtus Tactical has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Virtus Tactical Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. More on Virtus Tactical Allocation
Moving together with Virtus Mutual Fund
| 0.72 | VMSAX | Virtus Multi Strategy | PairCorr |
| 0.68 | VMSSX | Virtus Multi Sector | PairCorr |
| 0.84 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.96 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.68 | SAHIX | Ridgeworth Seix High | PairCorr |
| 0.86 | HYPSX | Ridgeworth Seix High | 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 Tactical's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Virtus Tactical or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Virtus Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Virtus (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Tactical Allocation [VTAIX] is traded in USA and was established 19th of April 2024. Virtus Tactical is listed under Virtus category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Virtus family. This fund at this time has accumulated 607.05 M in net assets with minimum initial investment of 100 K. Virtus Tactical Allo is currently producing year-to-date (YTD) return of 5.14% with the current yeild of 0.01%, while the total return for the last 3 years was -0.84%.
Check Virtus Tactical Probability Of Bankruptcy
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 Tactical Allocation 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 Tactical Allocation Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| AVLR | Avalara | Stock | Software—Application |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary |
| BAC | Bank of America | Stock | Financials |
| BILL | Bill Com Holdings | Stock | Information Technology |
| FB | Meta Platforms | Stock | Internet Content & Information |
| NFLX | Netflix | Stock | Communication Services |
Virtus Tactical Target Price Odds Analysis
Based on a normal probability distribution, the odds of Virtus Tactical jumping above the current price in 90 days from now is about 79.04%. The Virtus Tactical Allocation probability density function shows the probability of Virtus Tactical mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Virtus Tactical has a beta of 0.8047. This entails as returns on the market go up, Virtus Tactical average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Virtus Tactical Allocation will be expected to be much smaller as well. Additionally, virtus Tactical Allocation has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Virtus Tactical to move above the current price in 90 days from now is about 79.04 (This Virtus Tactical Allocation probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .
Virtus Tactical Allo Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Virtus Tactical market risk premium is the additional return an investor will receive from holding Virtus Tactical 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 Tactical. 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 Tactical's alpha and beta are two of the key measurements used to evaluate Virtus Tactical's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.492 | |||
| Semi Deviation | 0.6064 | |||
| Standard Deviation | 0.681 | |||
| Variance | 0.4637 |
Virtus Tactical Against Markets
Picking the right benchmark for Virtus Tactical 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 Tactical 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 Tactical is critical whether you are bullish or bearish towards Virtus Tactical Allocation at a given time. Please also check how Virtus Tactical'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 Tactical 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 Tactical, 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 Tactical. To buy Virtus Tactical fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Virtus Tactical. 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 Tactical fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Virtus Tactical Allocation 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 Tactical Allocation 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 Tactical Allocation, 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 Tactical Allocation?
The danger of trading Virtus Tactical Allocation 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 Tactical 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 Tactical. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Virtus Tactical Allo 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 Tactical Allocation. 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 gross domestic product. You can also try the Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.