Virtus Select Mlp Fund Manager Performance Evaluation
| VLPCX Fund | USD 16.25 0.07 0.43% |
The entity has a beta of 0.2, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Virtus Select's returns are expected to increase less than the market. However, during the bear market, the loss of holding Virtus Select is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Virtus Select Mlp are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Virtus Select showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 2.1500 |
Virtus |
Virtus Select Relative Risk vs. Return Landscape
If you would invest 1,388 in Virtus Select Mlp on November 4, 2025 and sell it today you would earn a total of 237.00 from holding Virtus Select Mlp or generate 17.07% return on investment over 90 days. Virtus Select Mlp is currently producing 0.2643% returns and takes up 1.0711% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Virtus, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Virtus Select Current Valuation
Undervalued
Today
Please note that Virtus Select's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Virtus Select Mlp has a current Real Value of $17.36 per share. The regular price of the fund is $16.25. We determine the value of Virtus Select Mlp from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Virtus Select is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Virtus Mutual Fund. However, Virtus Select's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 16.25 | Real 17.36 | Hype 16.25 | Naive 16.52 |
The intrinsic value of Virtus Select's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Virtus Select's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Virtus Select Mlp helps investors to forecast how Virtus mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Virtus Select more accurately as focusing exclusively on Virtus Select's fundamentals will not take into account other important factors: Virtus Select Target Price Odds to finish over Current Price
The tendency of Virtus Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 16.25 | 90 days | 16.25 | nearly 4.43 |
Based on a normal probability distribution, the odds of Virtus Select to move above the current price in 90 days from now is nearly 4.43 (This Virtus Select Mlp probability density function shows the probability of Virtus Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Virtus Select has a beta of 0.2. This entails as returns on the market go up, Virtus Select average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Virtus Select Mlp will be expected to be much smaller as well. Additionally Virtus Select Mlp has an alpha of 0.218, implying that it can generate a 0.22 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Virtus Select Price Density |
| Price |
Predictive Modules for Virtus Select
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Virtus Select Mlp. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Virtus Select's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Virtus Select Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Virtus Select is not an exception. The market had few large corrections towards the Virtus Select's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Virtus Select Mlp, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Virtus Select within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.22 | |
β | Beta against Dow Jones | 0.20 | |
σ | Overall volatility | 0.74 | |
Ir | Information ratio | 0.18 |
Virtus Select Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Virtus Select for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Virtus Select Mlp can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps 98.46% of its net assets in stocks |
Virtus Select Fundamentals Growth
Virtus Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Virtus Select, and Virtus Select fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Virtus Mutual Fund performance.
| Total Asset | 820 K | |||
About Virtus Select Performance
Evaluating Virtus Select's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Virtus Select has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Virtus Select has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in securities of master limited partnerships andor other equity securities in energy and energy-related industries. Its allocation to ETNs andor structured notes will vary over time, has generally been in the 0-3 percent range, and will not exceed 10 percent of assets. The fund is non-diversified.Things to note about Virtus Select Mlp performance evaluation
Checking the ongoing alerts about Virtus Select for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Virtus Select Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Why This CEO Wont Let Private Funds Near His Companys 401 - The Wall Street Journal | |
| The fund keeps 98.46% of its net assets in stocks |
- Analyzing Virtus Select's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Virtus Select's stock is overvalued or undervalued compared to its peers.
- Examining Virtus Select's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Virtus Select's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Virtus Select's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Virtus Select's mutual fund. These opinions can provide insight into Virtus Select's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Virtus Mutual Fund
Virtus Select 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 Select security.
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