Virtus Foreign Opportunities A 101 Munson Street Greenfield MA 01301 Map
Phone: 800-243-1574
| Category: | Foreign Large Growth | | Fund Family: | Virtus | | Net Assets: | 493.99M | | Year-to-Date Return: | 20.07% | | Yield: | 0.89% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Jul-90 |
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Rajiv Jain
Lead Manager since
16-Feb-02 | | | Jain is a senior portfolio manager in the International Equity Group and holds the titles of managing director and senior vice president. He was appointed vice president in January 1998 and first vice president in January 2000. Jain joined Vontobel Asset Management, Inc. in November 1994 as an equity analyst and associate portfolio manager of its international equity portfolios. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $25 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term capital appreciation. The fund invests normally at least 80% of assets equity securities of issuers located outside the United States, including issuers in emerging markets countries. It typically invests in the securities of medium to large capitalization companies, but it is not limited to investing in the securities of companies of any particular size. |
| Last Dividend
(22-Dec-08):
| 0.18 | | Last Cap Gain
(22-Dec-08):
| 0.01 | | Annual Holdings Turnover
| 129.00% | | Average for Category:
| 98.56% |
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| Expense | JVIAX | Category Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.40% | | Max Deferred Sales Load: | %
| 2.38% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $680 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,084 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,185 |
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