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Virtus Tactical Allocation C POICX

Quantitative rating as of
  • NAV / 1-Day Return 9.64  /  0.42 %
  • Total Assets 622.2 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.25%
  • Turnover 24%

Morningstar’s Analysis POICX

Will POICX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus Tactical Allocation C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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