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NasdaqGM - Delayed Quote USD
Virtus Global Allocation A (PALAX)
9.84
-0.34
(-3.34%)
At close: April 4 at 8:03:57 PM EDT
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10.18 - YTD Return -0.29%
- Expense Ratio 0.70%
- Category World Allocation
- Last Cap Gain 4.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 133.23M
- Beta (5Y Monthly) 1.04
- Yield 1.82%
- 5y Average Return --
- Holdings Turnover 69.00%
- Last Dividend 0.19
- Inception Date Sep 30, 1998
The fund seeks to achieve its investment objective through a combination of active allocation across asset classes and actively managed strategies within those asset classes. It allocates its investments across asset classes in response to changing market, macroeconomic, and other factors and events that the portfolio managers believe may affect the value of the fund’s investments. Under normal circumstances, the fund invests directly and indirectly in global equity securities, fixed-income securities, and long and short positions using derivatives across multiple asset classes.
Virtus
Fund Family
World Allocation
Fund Category
133.23M
Net Assets
1998-09-30
Inception Date
Performance Overview: PALAX
View MoreTrailing returns as of 4/4/2025. Category is World Allocation.
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10.31
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22.91
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26.40
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47.39
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ASHAX Virtus Newfleet Short Dur H Inc A
13.42
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PHDAX PIMCO High Yield A
7.84
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PASAX PIMCO All Asset A
10.74
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AZNAX Virtus Income & Growth A
10.26
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Holdings: PALAX
View MoreSector Weightings
SectorPALAX
Technology 26.52%
Financial Services 17.20%
Industrials 14.66%
Communication Services 7.72%
Healthcare 7.61%
Consumer Cyclical 7.55%
Utilities 7.19%
Consumer Defensive 6.24%
Real Estate 2.31%
Basic Materials 1.53%
Energy 1.48%
Recent News: PALAX
View MoreResearch Reports: PALAX
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