Virtus Dfa Financial Statements From 2010 to 2024
| VTARX Fund | USD 12.16 0.01 0.08% |
Check Virtus Dfa financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Virtus Dfa's main balance sheet or income statement drivers, such as , as well as many indicators such as . Virtus financial statements analysis is a perfect complement when working with Virtus Dfa Valuation or Volatility modules.
Virtus |
Virtus Dfa 2040 Mutual Fund Annual Yield Analysis
Virtus Dfa's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Virtus Dfa Annual Yield | 0.02 % |
Most of Virtus Dfa's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Virtus Dfa 2040 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
| Competition |
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.
Virtus Dfa 2040 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Dfa's current stock value. Our valuation model uses many indicators to compare Virtus Dfa value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Dfa competition to find correlations between indicators driving Virtus Dfa's intrinsic value. More Info.Virtus Dfa 2040 is rated below average in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 1,093 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Dfa's earnings, one of the primary drivers of an investment's value.About Virtus Dfa Financial Statements
Virtus Dfa investors use historical fundamental indicators, such as Virtus Dfa's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Virtus Dfa. Please read more on our technical analysis and fundamental analysis pages.
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.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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