Virtus Nfj Large Cap Fund Quote
| VAAGX Fund | USD 27.21 0.15 0.55% |
PerformanceVery Weak
| Odds Of DistressLow
|
Virtus Nfj is trading at 27.21 as of the 21st of March 2025; that is 0.55% down since the beginning of the trading day. The fund's open price was 27.36. Virtus Nfj 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 normally invests at least 80 percent of its net assets in common stocks and other equity securities of companies with large market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income . More on Virtus Nfj Large Cap
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | Virtus Funds, Large Value Funds, Large Value Funds, Large Value, Virtus, Large Value, Large Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Virtus Nfj Large Cap [VAAGX] is traded in USA and was established 21st of March 2025. Virtus Nfj 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. The entity is thematically classified as Large Value Funds. Virtus Nfj Large at this time has accumulated 293.79 M in net assets with minimum initial investment of 2.5 M. with the current yeild of 0.02%.
Check Virtus Nfj 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 Nfj Large Cap 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 Nfj Large Cap Mutual Fund Constituents
| ABBV | AbbVie Inc | Stock | Health Care | |
| C | Citigroup | Stock | Financials | |
| COP | ConocoPhillips | Stock | Energy | |
| CRM | Salesforce | Stock | Information Technology | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| LHX | L3Harris Technologies | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology |
Virtus Nfj Large Risk Profiles
| Mean Deviation | 0.6972 | |||
| Standard Deviation | 0.8873 | |||
| Variance | 0.7873 | |||
| Risk Adjusted Performance | (0.09) |
Virtus Nfj Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Nfj 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 Nfj security.
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