Virtus Dfa Mutual Fund Money Managers
| VTARX Fund | USD 12.25 0.09 0.74% |
Break down of Virtus Dfa's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Virtus Dfa's future under-performance.
Virtus |
| Symbol | VTARX |
| Name | Virtus Dfa 2040 |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Virtus Dfa 2040 Leadership is currently not available.
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Virtus Dfa Net Asset Comparison
Virtus Dfa 2040 is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 13.72 Billion. Virtus Dfa adds roughly 1.64 Million in net asset claiming only tiny portion of funds in Allocation--50% to 70% Equity category.
Virtus Dfa 2040 Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Virtus Dfa 2040 Price Series Summation is a cross summation of Virtus Dfa price series and its benchmark/peer.
About Virtus Dfa Management Performance
The success or failure of an entity such as Virtus Dfa 2040 often depends on how effective the management is. Virtus Dfa management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Virtus management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Virtus management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. equity securities and 35 percent to 60 percent invested in fixed income securities. The equity allocation is invested in common, preferred, and ADR securities. The fixed income allocation may be invested in all sectors of fixed income securities, including high-yield, bank loans, mortgage-backed and asset-backed, government, corporate, and municipal debt obligations.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Virtus Dfa 2040 Annual Yield
In accordance with the recently published financial statements, Virtus Dfa 2040 has an Annual Yield of 0.0172%. This is 14.0% lower than that of the Virtus family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Virtus Mutual Fund
Virtus Dfa financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Dfa security.
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