Virtus Market Neutral A
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-4361
| Category: | Long-Short | | Fund Family: | Virtus | | Net Assets: | 13.99M | | Year-to-Date Return: | 7.51% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-98 |
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Jeffrey D. McGrew
Lead Manager since
11-Jan-08 | | | McGrew is an equity analyst for US Large Cap Core, US Large Cap Growth, and Market Neutral strategies. He has been employed by TBCAM since 2002 and by Dreyfus since April 2006. Prior to joining The Boston Company, he was an equity analyst at Fidelity Investments where he conducted research on the technology, financial, and telecommunications sectors. Previous to that, he was worked at Key Asset Management. McGrew holds the Chartered Financial Analyst designation. |
| 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 primarily in long and short positions of equity securities. Management seeks to neutralize the effects of stock market fluctuations on the fund's performance. The fund may invest in foreign securities. |
| Last Dividend
(20-Dec-07):
| 0.16 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 285.00% | | Average for Category:
| 336.83% |
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| Expense | EMNAX | Category
Avg | | Total Expense Ratio: | %
| 2.14% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.51% | | Max Deferred Sales Load: | %
| 1.94% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,076 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,764 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $3,464 |
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0.31% Nasdaq 
0.05%
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