Virtus Rampart Enhanced Fund Quote
| PXIIX Fund | USD 22.03 0.01 0.05% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Virtus Rampart is trading at 22.03 as of the 29th of November 2024; that is 0.05 percent decrease since the beginning of the trading day. The fund's open price was 22.04. Virtus Rampart has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Virtus Rampart Enhanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 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
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 | 30th of September 2024 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Rampart Enhanced [PXIIX] is traded in USA and was established 29th of November 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 141.77 M in assets with minimum initial investment of 100 K. Virtus Rampart Enhanced is currently producing year-to-date (YTD) return of 14.89% with the current yeild of 0.02%, while the total return for the last 3 years was 5.62%.
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
| 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 | |
| SPLV | Invesco SP 500 | Etf | Large Value | |
| SPHB | Invesco SP 500 | Etf | Mid-Cap Blend |
Virtus Rampart Enhanced Risk Profiles
| Mean Deviation | 0.5176 | |||
| Semi Deviation | 0.3881 | |||
| Standard Deviation | 0.6444 | |||
| Variance | 0.4153 |
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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