Morningstar

Virtus Global Allocation Fund Class A PALAX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return —  /  —
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  • Adj. Expense Ratio
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  • Distribution Fee Level —
  • Share Class Type —
  • Category —
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  • Min. Initial Investment —
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  • TTM Yield —
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Morningstar’s Analysis PALAX

Will PALAX 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 PALAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PALAX 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 PALAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Global Allocation A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PALAX

More PALAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 72.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Virtus Newfleet Core Plus Bond R6

17.37 27M
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Virtus Silvant Focused Growth R6

16.30 25M
—

Virtus U.S. Dividend ETF

11.06 17M
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Virtus Seix High Yield R6

9.28 14M
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Virtus International Dividend ETF

9.16 14M
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Virtus Seix Floating Rate High Inc R6

3.74 6M
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Virtus Emerging Markets Dividend ETF

3.74 6M
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Us Dollar

2.88 4M
Cash and Equivalents

Eln Ndx Index Cgm 06/30/26

1.32 2M
Cash and Equivalents

Eln Ndx Index Cgm 07/14/26

1.32 2M
Cash and Equivalents

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