NasdaqGM - Delayed Quote • USD
Virtus KAR Long/Short Equity Fu (0P0001EODM)
As of April 5 at 4:00 PM EDT. Market Open.
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 1
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
Broker Availability Information Not Available
Fund Summary
Normally, the fund invests at least 80% of its assets in equity securities and equity-related instruments, in long and short positions of U.S.-listed equity securities of any capitalization. Its investments may include securities of U.S. and foreign issuers, including securities of issuers in emerging market countries and securities denominated in a currency other than the U.S. dollar. The fund may invest in derivative instruments, such as options or futures, as an alternative method to take a short position consistent with the fund's investment strategy described herein. It is non-diversified.
Fund Overview
Category | Long-Short Equity |
Fund Family | Virtus |
Net Assets | 72.8M |
YTD Return | 7.12% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Dec 06, 2018 |
Performance & Risk
YTD Return | 3.21% |
5y Average Return | 10.69% |
Rank in Category (ytd) | 48 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.68 |
Morningstar Risk Rating |
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