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Virtus Contrarian Value A (FMIVX)

26.29 Up 0.60(2.34%) Feb 12
Prev Close:25.69
YTD Return*:-8.55%
Net Assets*:241.45M
Yield*:0.58%

* As of 31-Jan-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for FMIVX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CAG5.74N/A
D4.48N/A
TGT4.37N/A
HDS4.18N/A
OI4.13N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:241.45M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.37%

Performance & Risk

YTD Return:-8.55%
5y Avg Return:3.94%
Rank in Category (ytd):93
% Rank in Category (ytd):19.14%
Beta (3y):1.08
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term growth of capital. Using a contrarian investment approach, the subadviser searches for successful business segments buried in distressed or restructuring companies. The subadviser targets established companies that, based on independent research, are believed to offer promising future growth prospects. Extensive valuation and security analysis provides the basis for construction of a concentrated portfolio designed to have low turnover. The fund 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. View More
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