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Virtus NFJ Large-Cap Value Fund Inst (ANVIX)

27.54 -0.18 (-0.65%)
As of 8:05:04 AM EST. Market Open.
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DELL
  • Previous Close 27.72
  • YTD Return 14.54%
  • Expense Ratio 0.75%
  • Category Large Value
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 307.5M
  • Beta (5Y Monthly) 1.01
  • Yield 1.50%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.44
  • Inception Date Jul 19, 2002

The fund normally invests at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with large market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). In addition to common stocks and other equity securities, the fund may invest up to 25% of its assets in REITs and real estate-related investments, and a portion of its assets in non-U.S. securities, including emerging market securities.

Virtus

Fund Family

Large Value

Fund Category

307.5M

Net Assets

2002-07-19

Inception Date

Performance Overview: ANVIX

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Trailing returns as of 12/27/2024. Category is Large Value.

YTD Return

ANVIX
14.54%
Category
4.44%
 

1-Year Return

ANVIX
22.62%
Category
14.37%
 

3-Year Return

ANVIX
6.66%
Category
6.04%
 

5-Year Return

ANVIX
8.92%
Category
9.20%
 

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Holdings: ANVIX

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Top 10 Holdings (23.04% of Total Assets)

SymbolCompany% Assets
NEE
NEE 2.77%
BAC
BAC 2.66%
JPM
JPM 2.49%
UNH
UNH 2.42%
PNC
PNC 2.39%
ARE
ARE 2.39%
ES
ES 2.06%
SBAC
SBAC 2.01%
TRU
TRU 1.97%
MS
MS 1.87%

Sector Weightings

SectorANVIX
Healthcare   12.89%
Industrials   10.72%
Real Estate   9.77%
Technology   9.58%
Energy   7.66%
Utilities   6.83%

Recent News: ANVIX

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Research Reports: ANVIX

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