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Virtus Tactical Allocation C POICX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 11.39  /  +0.18 %
  • Total Assets 662.4 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 0.48%
  • Turnover 23%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 1:13 AM GMT+0

Morningstar’s Analysis POICX

Will POICX outperform in future?

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

Strength in Virtus Tactical Allocation C's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings POICX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.18 30.5 Mil
Technology

Visa Inc Class A

3.16 18.6 Mil
Financial Services

Amazon.com Inc

2.67 15.8 Mil
Consumer Cyclical

Amphenol Corp Class A

1.99 11.8 Mil
Technology

Zoetis Inc Class A

1.80 10.6 Mil
Healthcare

Paycom Software Inc

1.71 10.1 Mil
Technology

The Trade Desk Inc Class A

1.70 10.0 Mil
Technology

Fair Isaac Corp

1.50 8.9 Mil
Technology

Marriott International Inc Class A

1.47 8.7 Mil
Consumer Cyclical

Workday Inc Class A

1.46 8.6 Mil
Technology