Virtus Global Allocation underwent significant upheaval in 2022, and the rushed changes still warrant a close watch.
- NAV / 1-Day Return 9.78 / 0.10 %
- Total Assets 203.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.540%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.09%
- Turnover 88%
Morningstar’s Analysis PALLX
Will PALLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 125
- Bond Holdings 128
- Other Holdings 62
- % Assets in Top 10 Holdings 46.6