Virtus Senior Financials
| PFSRX Fund | USD 8.75 0.00 0.00% |
Virtus |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Virtus Senior Fund Summary
Virtus Senior competes with T Rowe, T Rowe, Qs Growth, Eic Value, and Artisan Thematic. The fund offers the potential for attractive total return and income by investing primarily in non-investment grade bank loans with a focus on higher quality companies within a rating tier. Under normal circumstances, it will invest at least 80 percent of its net assets in a portfolio of senior floating rate loans . The fund may invest up to 15 percent of total assets in U.S. and non-U.S. dollar denominated foreign securities and foreign Senior Loans, including Yankee bonds.Specialization | Bank Loan, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92828R5375 |
| Business Address | 101 Munson Street |
| Mutual Fund Family | Virtus |
| Mutual Fund Category | Bank Loan |
| Benchmark | Dow Jones Industrial |
| Phone | 800 243 1574 |
| Currency | USD - US Dollar |
Virtus Senior Key Financial Ratios
Virtus Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Virtus Senior's current stock value. Our valuation model uses many indicators to compare Virtus Senior value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Virtus Senior competition to find correlations between indicators driving Virtus Senior's intrinsic value. More Info.Virtus Senior Floating is rated top fund in price to book among similar funds. It also is rated top fund in price to sales among similar funds fabricating about 72.54 of Price To Sales per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Virtus Senior's earnings, one of the primary drivers of an investment's value.Virtus Senior Floating Systematic Risk
Virtus Senior's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Virtus Senior volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Virtus Senior Floating correlated with the market. If Beta is less than 0 Virtus Senior generally moves in the opposite direction as compared to the market. If Virtus Senior Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Virtus Senior Floating is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Virtus Senior is generally in the same direction as the market. If Beta > 1 Virtus Senior moves generally in the same direction as, but more than the movement of the benchmark.
Virtus Senior December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Virtus Senior help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Virtus Senior Floating. We use our internally-developed statistical techniques to arrive at the intrinsic value of Virtus Senior Floating based on widely used predictive technical indicators. In general, we focus on analyzing Virtus Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Virtus Senior's daily price indicators and compare them against related drivers.
| Information Ratio | (0.66) | |||
| Maximum Drawdown | 0.816 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1168 |
Other Information on Investing in Virtus Mutual Fund
Virtus Senior 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 Senior security.
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