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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 278 Moderate Allocation 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 13.11 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.3% |
| 1 Year | 13.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund allocates net assets to multiple asset classes including: U.S. Equity, International Equity, Fixed Income, and Alternative. Allocations within each asset class are based on proprietary quantitative models. It may invest in stocks (without restriction as to market capitalization), bonds (without restriction as to credit quality) and 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 Allocator Premium AlphaSector Fd has an expense ratio of 1.73 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
