Morningstar

Virtus Global Allocation Fund Institutional Class PALLX

Morningstar Medalist Rating
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Medalist Rating as of See Virtus Investment Hub
  • NAV / 1-Day Return$11.51  /  −0.52%
  • Fund Size$141.0M
  • Adjusted Expense Ratio0.540%
  • Net Expense Ratio0.290%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield5.99%
  • Turnover Ratio115%
NAV and 1-Day Return as of

Morningstar’s Analysis PALLX

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

  • People Pillar

    The People Pillar is our evaluation of the PALLX 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 PALLX’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 Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings PALLX

More PALLX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings71.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Virtus Newfleet Core Plus Bond R6

17.2225M
—

Virtus Silvant Focused Growth R6

16.7624M
—

Virtus U.S. Dividend ETF

10.8316M
—

Virtus Seix High Yield R6

9.8114M
—

Virtus International Dividend ETF

8.6012M
—

Us Dollar

4.136M
Cash and Equivalents

Virtus Seix Floating Rate High Inc R6

4.136M
—

Virtus Emerging Markets Dividend ETF

3.345M
—

Eln Ndx Index Jpm 10/14/26

1.442M
Cash and Equivalents

Eln Ndx Index Wfc 10/27/26

1.382M
Cash and Equivalents

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