3 / 5 Stars
3 3 4 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 98 Tactical Allocation 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 13.28 percent over the past year, and 6.71 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.6%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Low compared to funds in the same category.
Virtus Allocator Premium AlphaSector Fd has an expense ratio of 1.39 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.