Virtus International Small Cap Fund Quote

VISAX Fund  USD 19.02  0.11  0.58%   

Performance

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Odds Of Distress

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Virtus International is trading at 19.02 as of the 22nd of November 2024; that is 0.58% up since the beginning of the trading day. The fund's open price was 18.91. Virtus International has about a 22 % 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 International Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of April 2023 and ending today, the 22nd of November 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity securities of non-U.S. small- and mid-capitalization companies. The advisor intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries. More on Virtus International Small Cap

Moving together with Virtus Mutual Fund

  0.67SAINX Ridgeworth Seix PoratePairCorr

Moving against Virtus Mutual Fund

  0.5PXQSX Virtus Kar SmallPairCorr
  0.49SAGAX Ridgeworth InnovativePairCorr
  0.49SAMBX Ridgeworth Seix FloatingPairCorr
  0.46PFSRX Virtus Senior FloatingPairCorr
  0.43SSTFX Virtus Kar CapitalPairCorr
  0.4SASVX Ridgeworth Ceredex SmallPairCorr

Virtus Mutual Fund Highlights

Fund ConcentrationVirtus Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Virtus (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date27th of January 2023
Fiscal Year EndSeptember
Virtus International Small Cap [VISAX] is traded in USA and was established 22nd of November 2024. Virtus International is listed under Virtus category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Virtus family. This fund at this time has accumulated 1.03 B in net assets with no minimum investment requirementsVirtus International is currently producing year-to-date (YTD) return of 4.63%, while the total return for the last 3 years was -7.38%.
Check Virtus International 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 International Small Cap 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 International Small Cap Mutual Fund Constituents

HHRHeadHunter Group PLCStockIndustrials
KARKAR Auction ServicesStockIndustrials
ATHMAutohomeStockCommunication Services
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Virtus International Risk Profiles

Virtus International Against Markets

Other Information on Investing in Virtus Mutual Fund

Virtus International 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 International security.
Portfolio Holdings
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Portfolio Rebalancing
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