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Morningstar

Virtus Tactical Allocation C POICX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 11.56  /  +0.78 %
  • Total Assets 636.9 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 0.51%
  • Turnover 23%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the POICX 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 POICX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Virtus Tactical Allocation C's Average Process Pillar and People Pillar ratings result in 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings POICX

More POICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.47 36.3 Mil
Technology

Visa Inc Class A

3.24 21.5 Mil
Financial Services

Amazon.com Inc

3.20 21.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.81 18.7 Mil
Communication Services

Amphenol Corp Class A

2.31 15.4 Mil
Technology

Us Dollar

2.07 13.8 Mil
Cash and Equivalents

Fair Isaac Corp

1.82 12.1 Mil
Technology

Uber Technologies Inc

1.78 11.8 Mil
Technology

The Trade Desk Inc Class A

1.61 10.7 Mil
Technology

Marriott International Inc Class A

1.60 10.6 Mil
Consumer Cyclical