Virtus Multi Strategy Target Fund Quote
| VMSAX Fund | USD 18.15 0.01 0.06% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Virtus Multi is trading at 18.15 as of the 25th of November 2024; that is 0.06% up since the beginning of the trading day. The fund's open price was 18.14. Virtus Multi has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Virtus Multi Strategy Target 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 invests in a variety of fixed income securities that are high-quality, medium-quality, and lower quality bonds across several fixed income sectors. Under normal circumstances, it will invest at least 80 percent of its assets in bonds, which include fixed income securities such as corporate bonds emerging market bonds and U.S. More on Virtus Multi Strategy Target
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Blend Funds, Multisector Bond Funds, Multisector Bond, Virtus (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
Virtus Multi Strategy Target [VMSAX] is traded in USA and was established 25th of November 2024. Virtus Multi is listed under Virtus category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Virtus family. Virtus Multi Strategy at this time has accumulated 29.9 M in net assets with minimum initial investment of 2.5 K. with the current yeild of 0.0%, while the total return for the last 3 years was 0.94%.
Check Virtus Multi 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 Multi Strategy Target 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 Multi Strategy Target Mutual Fund Constituents
| AAL | American Airlines Group | Stock | Industrials | |
| ALLE | Allegion PLC | Stock | Industrials | |
| CHTR | Charter Communications | Stock | Communication Services | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| DGL | Invesco | Etf | US Etf | |
| EFX | Equifax | Stock | Industrials | |
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| MU | Micron Technology | Stock | Information Technology |
Virtus Multi Strategy Risk Profiles
| Mean Deviation | 0.1222 | |||
| Semi Deviation | 0.0814 | |||
| Standard Deviation | 0.1644 | |||
| Variance | 0.027 |
Virtus Multi Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Multi 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 Multi security.
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