Virtus Premium AlphaSector

Scorecard
2 / 5 Stars
Lipper
1 1 5 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
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 20.86 percent over the past year, and 9.91 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 20.9%
3 Years (Annualized) 9.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund seeks to track the Premium AlphaSector® Index (ASRP), a public index published by NASDAQ. The primary sectors of the S&P 500® Index represented are: consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, technology, and utilities. It may invest in ETFs and/or securities representing the primary sectors of the S&P 500® Index and high-quality short-term securities. The fund may invest in a basket of securities to represent a sector if it determines that investment in the ETF for that sector is not feasible or otherwise not in the best interest of the fund.

Fees

Fees are High compared to funds in the same category.
Virtus Premium AlphaSector has an expense ratio of 2.37 percent.

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Risk

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

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