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    Virtus Wealth Masters A (VWMAX)

    11.41 Up 0.28(2.52%) Feb 12
    Prev Close:11.13
    YTD Return*:-8.78%
    Net Assets*:92.59M
    Yield*:0.23%

    * As of 31-Jan-16

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

    Headlines

    • No Headlines available for VWMAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    RL0.63N/A
    NKE0.62N/A
    AFSI0.61N/A
    EL0.61N/A
    PAYX0.61N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:92.59M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):1.45%

    Performance & Risk

    YTD Return:-8.78%
    5y Avg Return:N/A
    Rank in Category (ytd):59
    % Rank in Category (ytd):7.89%
    Beta (3y):1.14
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks capital appreciation. The fund seeks to track the performance of the Horizon Kinetics ISE Wealth Index (Ticker: RCH), a public index maintained by Horizon Kinetics LLC, the parent company of the fund's subadviser, and published by International Securities Exchange, LLC. The index is composed of U.S.-listed companies and equity REITs managed by executives who are among the wealthiest individuals in the United States and, in many cases, have accumulated a substantial amount of their personal wealth through the companies that they manage. View More
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