Virtus Tactical is trading at 10.54 as of the 21st of March 2025; that is 0.19% down since the beginning of the trading day. The fund's open price was 10.56. Virtus Tactical has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. More on Virtus Tactical Allocation
Virtus Tactical Allocation [NAINX] is traded in USA and was established 21st of March 2025. Virtus Tactical is listed under Virtus category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Virtus family. This fund now has accumulated 630.62 M in assets with no minimum investment requirementsVirtus Tactical Allo is currently producing year-to-date (YTD) return of 1.14% with the current yeild of 0.02%, while the total return for the last 3 years was 7.11%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Tactical Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Tactical Allocation Mutual Fund Constituents
Other Information on Investing in Virtus Mutual Fund
Virtus Tactical 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 Tactical security.