Virtus Wealth Masters Fund

U.S. News evaluated 221 Mid-Cap Growth 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 27.57 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 27.6%
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. The fund seeks to track the performance of the Horizon Kinetics ISE Wealth Index. The index is composed of U.S.-listed companies and equity REITs managed by executives who are among the wealthiest individuals in the United States and, in many cases, have accumulated a substantial amount of their personal wealth through the companies that they manage. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Fees

Fees are Low compared to funds in the same category.
Virtus Wealth Masters Fund has an expense ratio of 1.45 percent.

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Risk

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

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Mid-Cap Growth Funds

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