Virtus AlphaSector Rotation Fund

Scorecard
3 / 5 Stars
Lipper
3 3 5 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 25.39 percent over the past year, 15.15 percent over the past three years, 17.07 percent over the past five years, and 7.73 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 7.5%
1 Year 25.4%
3 Years (Annualized) 15.1%
5 Years (Annualized) 17.1%
10 Years (Annualized) 7.7%

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Summary

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

Fees are Above Average compared to funds in the same category.
Virtus AlphaSector Rotation Fund has an expense ratio of 0.75 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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