Virtus Rampart is trading at 20.22 as of the 28th of December 2024; that is 0.74% down since the beginning of the trading day. The fund's open price was 20.37. Virtus Rampart has about a 23 % 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 8th of January 2023 and ending today, the 28th of December 2024. 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
Virtus Rampart Enhanced [VECRX] is traded in USA and was established 28th of December 2024. 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 105.32 M in net assets with no minimum investment requirementsVirtus Rampart Enhanced is currently producing year-to-date (YTD) return of 9.85% with the current yeild of 0.03%, while the total return for the last 3 years was 3.94%.
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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 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
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.