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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.68 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.6% |
| 1 Year | 14.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund seeks to track the Premium AlphaSectorSM 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 2.38 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
