Virtus Emerging Markets Fund Quote
| VCESX Fund | USD 14.38 0.02 0.14% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Virtus Emerging is trading at 14.38 as of the 28th of December 2024; that is 0.14 percent decrease since the beginning of the trading day. The fund's open price was 14.4. Virtus Emerging 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 8th of January 2023 and ending today, the 28th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in equity or equity-linked securities of small capitalization companies located in emerging markets countries. The funds subadviser considers small-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations of less than 8 billion. More on Virtus Emerging Markets
Moving against Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Virtus (View all Sectors) |
| Update Date | 31st of December 2024 |
Virtus Emerging Markets [VCESX] is traded in USA and was established 28th of December 2024. Virtus Emerging is listed under Virtus category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Virtus family. This fund at this time has accumulated 33.61 M in net assets with no minimum investment requirementsVirtus Emerging Markets is currently producing year-to-date (YTD) return of 3.66%, while the total return for the last 3 years was -0.7%.
Check Virtus Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| SE | Sea | Stock | Communication Services | |
| YNDX | Yandex NV | Stock | Communication Services | |
| ACES | ALPS Clean Energy | Etf | Miscellaneous Sector | |
| BZUN | Baozun Inc | Stock | Consumer Discretionary | |
| ATHM | Autohome | Stock | Communication Services | |
| BZ | Kanzhun Ltd ADR | Stock | Communication Services | |
| HHR | HeadHunter Group PLC | Stock | Industrials | |
| BFIN | BankFinancial | Stock | Financials |
Virtus Emerging Markets Risk Profiles
| Mean Deviation | 0.4565 | |||
| Standard Deviation | 0.7 | |||
| Variance | 0.49 | |||
| Risk Adjusted Performance | (0.14) |
Virtus Emerging Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Emerging 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 Emerging security.
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