Morningstar

Virtus Tactical Allocation Fund Class C POICX

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 10.04  /  +0.30 %
  • Total Assets 562.4M
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Closed
  • TTM Yield 1.33%
  • Turnover 46%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:43 AM GMT+0

Morningstar’s Analysis POICX

Will POICX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Tactical Allocation C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Virtus Newfleet RMBS MACS

4.57 22M
—

Virtus Newfleet ABS MACS

4.13 20M
—

NVIDIA Corp

3.16 15M
Technology

Amphenol Corp Class A

2.62 13M
Technology

Virtus Newfleet CMBS MACS

2.25 11M
—

Visa Inc Class A

2.15 10M
Financial Services

Amazon.com Inc

2.13 10M
Consumer Cyclical

Us Dollar

2.06 10M
Cash and Equivalents

Alphabet Inc Class A

2.00 10M
Communication Services

Virtus Newfleet High Yield MACS

1.98 10M
—

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