Virtus Emerging Markets Fund Quote
| HIEMX Fund | USD 7.37 0.07 0.96% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Virtus Emerging is trading at 7.37 as of the 25th of November 2024; that is 0.96 percent increase since the beginning of the trading day. The fund's open price was 7.3. Virtus Emerging has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Virtus Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
The fund offers investors exposure to emerging economies through well-established companies. Under normal circumstances, it invests at least 80 percent of its assets in equity securities or equity-linked instruments of issuers located in emerging markets countries such issuers may be of any capitalization. More on Virtus Emerging Markets
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Virtus Emerging Markets [HIEMX] is traded in USA and was established 25th of November 2024. Virtus Emerging is listed under Virtus category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Virtus family. This fund currently has accumulated 1.59 B in assets under management (AUM) with no minimum investment requirementsVirtus Emerging Markets is currently producing year-to-date (YTD) return of 0.9%, while the total return for the last 3 years was -10.42%.
Check Virtus Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Emerging Markets Mutual Fund Constituents
| TLKMF | Telkom Indonesia Tbk | Pink Sheet | Telecom Services | |
| HINKF | Heineken NV | OTC Stock | Beverages—Brewers | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| HEIA | HEIA | Stock | Industrials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| YUMC | Yum China Holdings | Stock | Consumer Discretionary | |
| NTES | NetEase | Stock | Communication Services |
Virtus Emerging Markets Risk Profiles
| Mean Deviation | 0.6595 | |||
| Standard Deviation | 0.8408 | |||
| Variance | 0.7069 | |||
| Risk Adjusted Performance | (0.01) |
Virtus Emerging Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Emerging 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 Emerging security.
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