Morningstar

Virtus Global Allocation Fund Class A PALAX

Medalist Rating as of Aug 31, 2026 See Virtus Investment Hub

Strategy

The investment seeks after-inflation capital appreciation and current income. The fund seeks to achieve its investment objective by primarily investing across global equity securities and U.S. fixed income instruments, with the majority of those assets indirectly invested in those asset classes through mutual funds and/or exchange-traded funds (“ETFs”), including those managed by the fund’s subadvisers and/or their affiliates.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PALLX	Virtus Global Allocation Fund Institutional Class	Institutional	Open			Feb 26, 1999	$11.36M	0.540%	Low	$1M	$2.33M
PALAX	Virtus Global Allocation Fund Class A	Front Load	Open			Sep 30, 1998	$39.47M	0.770%	Low	$2,500	−$489,705.03
AGASX	Virtus Global Allocation Fund Class R6	Retirement, Large	Open			Sep 8, 2015	$95.53M	0.470%	Below Average	$0	−$21.26M

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