Virtus Dynamic AlphaSector Fund

Scorecard
1 / 5 Stars
Lipper
3 2 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
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TheStreet.com
C- (Hold)

U.S. News evaluated 487 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 24.02 percent over the past year, 9.28 percent over the past three years, 5.41 percent over the past five years, and 2.23 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date -1.1%
1 Year 24.0%
3 Years (Annualized) 9.3%
5 Years (Annualized) 5.4%
10 Years (Annualized) 2.2%

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Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by taking long and short positions in ETFs and/or stocks representing the nine primary sectors of the S&P® 500 Index. The primary sectors of the S&P 500® Index are: consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, technology, and utilities. Allocations are based on a proprietary, quantitative model that seeks to evaluate trends within each sector by adjusting for changing levels of volatility in the market.

Fees

Fees are High compared to funds in the same category.
Virtus Dynamic AlphaSector Fund has an expense ratio of 2.35 percent.

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Risk

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

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