Virtus Rampart Enhanced Fund Quote
| PDIAX Fund | USD 20.58 0.10 0.48% |
PerformanceWeak
| Odds Of DistressLow
|
Virtus Rampart is trading at 20.58 as of the 23rd of March 2025; that is 0.48% down since the beginning of the trading day. The fund's open price was 20.68. Virtus Rampart has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80 percent of its assets in dividend paying equity securities. More on Virtus Rampart Enhanced
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Value Funds, Large Value, Virtus (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Rampart Enhanced [PDIAX] is traded in USA and was established 23rd of March 2025. Virtus Rampart is listed under Virtus category by Fama And French industry classification. The fund is listed under Large Value category and is part of Virtus family. This fund at this time has accumulated 141.77 M in assets with no minimum investment requirementsVirtus Rampart Enhanced is currently producing year-to-date (YTD) return of 1.58% with the current yeild of 0.03%, while the total return for the last 3 years was 3.4%.
Check Virtus Rampart Probability Of Bankruptcy
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 Rampart Enhanced 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 Rampart Enhanced Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| MSFT | Microsoft | Stock | Information Technology | |
| ZURVY | Zurich Insurance Group | OTC Stock | Insurance—Diversified | |
| WSO | Watsco Inc | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| T | ATT Inc | Stock | Communication Services |
Virtus Rampart Enhanced Risk Profiles
| Mean Deviation | 0.5943 | |||
| Standard Deviation | 0.7797 | |||
| Variance | 0.6079 | |||
| Risk Adjusted Performance | (0.03) |
Virtus Rampart Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Rampart 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 Rampart security.
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