Virtus Tactical Allocation Fund Quote
| VTAIX Fund | USD 11.20 0.02 0.18% |
PerformanceSolid
| Odds Of DistressLow
|
Virtus Tactical is trading at 11.20 as of the 19th of July 2025; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 11.18. Virtus Tactical has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. More on Virtus Tactical Allocation
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Virtus (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 8th of May 2023 |
| Fiscal Year End | September |
Virtus Tactical Allocation [VTAIX] is traded in USA and was established 19th of July 2025. Virtus Tactical is listed under Virtus category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Virtus family. This fund at this time has accumulated 607.05 M in net assets with minimum initial investment of 100 K. Virtus Tactical Allo is currently producing year-to-date (YTD) return of 6.92% with the current yeild of 0.02%, while the total return for the last 3 years was 14.32%.
Check Virtus Tactical Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Tactical Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Tactical Allocation Mutual Fund Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BAC | Bank of America | Stock | Financials | |
| BILL | Bill Com Holdings | Stock | Information Technology | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| NFLX | Netflix | Etf | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| PAYC | Paycom Soft | Stock | Information Technology |
Virtus Tactical Allo Risk Profiles
| Mean Deviation | 0.3977 | |||
| Semi Deviation | 0.2351 | |||
| Standard Deviation | 0.5565 | |||
| Variance | 0.3097 |
Virtus Tactical Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Tactical financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Tactical security.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Transaction History View history of all your transactions and understand their impact on performance |