Virtus High Yield Fund Quote
| PGHCX Fund | USD 3.82 0.01 0.26% |
Performance15 of 100
| Odds Of DistressLess than 17
|
Virtus High is trading at 3.82 as of the 28th of November 2024; that is 0.26 percent increase since the beginning of the trading day. The fund's open price was 3.81. Virtus High has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Virtus High Yield are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in high yield fixed income securities. It is appropriate for investors seeking diversification and the potential rewards associated with investing in high-yield fixed income securities. High-yield fixed income securities are those that are rated below investment grade. More on Virtus High Yield
Moving together with Virtus Mutual Fund
| 0.72 | VMSSX | Virtus Multi Sector | PairCorr |
| 0.92 | HYIZX | Ridgeworth Seix High | PairCorr |
| 0.78 | SAGAX | Ridgeworth Innovative | PairCorr |
| 0.97 | HYPSX | Ridgeworth Seix High | PairCorr |
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Thematic Idea | Junk Bonds Funds (View all Themes) |
| Fund Concentration | Virtus Funds, Large Funds, High Yield Bond Funds, Junk Bonds Funds, High Yield Bond, Virtus, Large, High Yield Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Virtus High Yield [PGHCX] is traded in USA and was established 28th of November 2024. Virtus High is listed under Virtus category by Fama And French industry classification. The fund is listed under High Yield Bond category and is part of Virtus family. The entity is thematically classified as Junk Bonds Funds. This fund at this time has accumulated 45.77 M in assets with no minimum investment requirementsVirtus High Yield is currently producing year-to-date (YTD) return of 8.49% with the current yeild of 0.01%, while the total return for the last 3 years was 2.88%.
Check Virtus High 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 High Yield 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 High Yield Mutual Fund Constituents
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond |
Virtus High Yield Risk Profiles
| Mean Deviation | 0.1291 | |||
| Standard Deviation | 0.1907 | |||
| Variance | 0.0364 | |||
| Downside Variance | 0.0781 |
Virtus High Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus High 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 High security.
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