3 / 5 Stars
2 3 5 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#135 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 19.61 percent over the past year, 12.29 percent over the past three years, 16.58 percent over the past five years, and 6.57 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||16.6%|
|10 Years (Annualized)||6.6%|
The investment seeks long-term capital appreciation. The fund seeks to track the AlphaSector® Rotation Index (ASRX), a public index published by NASDAQ. The fund may be invested in ETFs and/or securities representing the primary sectors of the S&P 500® Index and in high-quality short-term securities. The primary sectors of the S&P 500® Index represented by the ETFs are: consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, technology, and utilities.
Fees are Above Average compared to funds in the same category.
Virtus AlphaSector Rotation Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.