Virtus Quality Large-Cap Value A (PPTAX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.35%|
Performance & Risk
|5y Avg Return:||11.12%|
|Rank in Category (ytd):||97|
|% Rank in Category (ytd):||5.94%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital appreciation.
Under normal conditions, the fund invests at least 80% of its assets in equity securities of large market capitalization companies. Its subadviser considers large market capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations of greater than $7 billion. Generally, the fund invests in approximately 20 to 40 securities at any given time. The investment strategy emphasizes companies the subadviser believes to have a sustainable competitive advantage, strong management and low financial risk and to be able to grow over market cycles. View More