Virtus Low Volatility Equity Fund

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 16.50 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 2.9%
1 Year 16.5%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation with lower volatility than the U.S. equity markets over a full market cycle. The fund seeks to provide investors with long-term returns similar to U.S. large capitalization stocks with less volatility by: investing in a portfolio of primarily ETFs designed to produce returns generally in line with the broad U.S. equity market, selling (writing) equity index call options, and buying call options on CBOE Volatility Index® (VIX®) futures. It normally invests at least 80% of its net assets in equity securities, which include ETFs representing the equity securities markets.

Fees

Fees are High compared to funds in the same category.
Virtus Low Volatility Equity Fund has an expense ratio of 2.30 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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