2 / 5 Stars
2 1 5 1 4
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.35 percent over the past year, 2.06 percent over the past three years, 1.74 percent over the past five years, and -0.40 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||16.0%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||1.7%|
|10 Years (Annualized)||-0.4%|
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 are High compared to funds in the same category.
Virtus Dynamic AlphaSector Fund has an expense ratio of 4.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.