Virtus Global Financials
| ZTR Fund | USD 5.84 0.06 1.04% |
Virtus |
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 Global Fund Summary
Virtus Global competes with Blackrock Debt, Western Asset, Pimco Income, Calamos Convertible, and Eaton Vance. Virtus Global Dividend Income Fund Inc. is a closed-ended balanced mutual fund launched by Virtus Investment Partners, Inc. The fund is co-managed by Virtus Investment Advisers, Inc., Kayne Anderson Rudnick Investment Management LLC and Newfleet Asset Management, LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in reasonably priced growth stocks of large cap companies and investment grade bonds issued by companies and governments. The fund is actively managed. It benchmarks the performance of its portfolio against a composite index comprised of 60 percent Russell Developed Large Cap Index and 40 percent Bloomberg Barclays U.S. Aggregate Bond Index. The fund was formerly known as The Zweig Total Return Fund, Inc. Virtus Global Dividend Income Fund Inc. was formed on September 30, 1988 and is domiciled in the United States.Specialization | null, Allocation--50% to 70% Equity |
| Instrument | USA Fund View All |
| Exchange | New York Stock Exchange |
| ISIN | US92835W1071 |
| CUSIP | 92835W107 989837208 989837109 |
| Location | Massachusetts; U.S.A |
| Business Address | 100 Pearl Street |
| Fund Family | Financial |
| Fund Category | Closed-End Fund - Equity |
| Benchmark | Dow Jones Industrial |
| Website | www.virtus.com/products/virtus-global-dividend-income-fund-inc#shareclass.n/period.quarterly |
| Phone | 877 332 8172 |
| Currency | USD - US Dollar |
Virtus Global Key Financial Ratios
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Global's current stock value. Our valuation model uses many indicators to compare Virtus Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Global competition to find correlations between indicators driving Virtus Global's intrinsic value. More Info.Virtus Global Dividend is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.01 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Virtus Global Dividend is roughly 67.32 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Virtus Global by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Virtus Global Dividend Systematic Risk
Virtus Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Global volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty with a total number of output elements of thirty-one. The Beta measures systematic risk based on how returns on Virtus Global Dividend correlated with the market. If Beta is less than 0 Virtus Global generally moves in the opposite direction as compared to the market. If Virtus Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Global Dividend is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Global is generally in the same direction as the market. If Beta > 1 Virtus Global moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Global March 11, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Global Dividend. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Global Dividend based on widely used predictive technical indicators. In general, we focus on analyzing Virtus Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Virtus Global's daily price indicators and compare them against related drivers.
| Information Ratio | 0.0123 | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | (1.65) | |||
| Potential Upside | 1.04 |
Other Information on Investing in Virtus Fund
Virtus Global financial ratios help investors to determine whether Virtus 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 Global security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators |