Morningstar

Virtus AlphaSimplex Managed Futures Strategy Fund Class A AMFAX

Morningstar Medalist Rating
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Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return $9.20  /  +0.33 %
  • Fund Size $962.8M
  • Adjusted Expense Ratio 1.700%
  • Net Expense Ratio 1.700%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Systematic Trend
  • Alternative Style Box (Funds) Low/High
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.53%
  • Turnover Ratio —
NAV and 1-Day Return as of

Morningstar’s Analysis AMFAX

Will AMFAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AMFAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AMFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AMFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Recalibrating.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Amid a challenging market environment and increased competition from evolving peers, Virtus AlphaSimplex Managed Futures doesn’t stand out as it has in the past. Its Process rating has been downgraded to Average from Above Average.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings AMFAX

More AMFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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