Virtus Kar Global Fund Quote
| PIPTX Fund | USD 15.66 0.06 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Virtus Kar is trading at 15.66 as of the 12th of December 2024; that is 0.38 percent down since the beginning of the trading day. The fund's open price was 15.72. Virtus Kar 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 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
The fund invests in a globally diversified portfolio of primarily high-quality, mature companies with high dividend yields. It invests in dividend paying equity securities of companies that are tied economically to a number of countries throughout the world, including Depositary Receipts. More on Virtus Kar Global
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Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Virtus (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Kar Global [PIPTX] is traded in USA and was established 12th of December 2024. Virtus Kar is listed under Virtus category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Virtus family. This fund at this time has accumulated 34.14 M in assets with no minimum investment requirementsVirtus Kar Global is currently producing year-to-date (YTD) return of 9.73% with the current yeild of 0.03%, while the total return for the last 3 years was 5.38%.
Check Virtus Kar 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 Kar Global 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 Kar Global Mutual Fund Constituents
| MO | Altria Group | Stock | Consumer Staples | |
| ZURVY | Zurich Insurance Group | OTC Stock | Insurance—Diversified | |
| AMCR | Amcor PLC | Stock | Materials | |
| WSO | Watsco Inc | Stock | Industrials | |
| T | ATT Inc | Stock | Communication Services | |
| SO | Southern Company | Stock | Utilities | |
| PDCO | Patterson Companies | Stock | Health Care | |
| OKE | ONEOK Inc | Stock | Energy |
Virtus Kar Global Risk Profiles
| Mean Deviation | 0.4305 | |||
| Standard Deviation | 0.5161 | |||
| Variance | 0.2663 | |||
| Risk Adjusted Performance | (0.04) |
Virtus Kar Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Kar 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 Kar security.
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