3 / 5 Stars
2 2 5 1 2
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 304 World Stock 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 18.04 percent over the past year, and 8.58 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund allocates net assets to U.S. Equity and International Equity. Allocations within each asset class are based on proprietary quantitative models. The U.S. Equity allocation may be invested in ETFs and/or securities representing the 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. Under normal circumstances, the fund intends to allocate at least 40% of its assets to ETFs and/or securities representative of non-U.S. markets.
Fees are Above Average compared to funds in the same category.
Virtus Global Premium AlphaSector Fund has an expense ratio of 1.50 percent.
Risk is Low compared to funds in the same category according to Morningstar.