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Virtus Wealth Masters A (VWMAX)

14.74 0.00(0.00%) Jul 28
Prev Close:14.74
YTD Return*:5.40%
Net Assets*:130.52M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for VWMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AMKR0.9779.45
MNKD0.9398.46
DDS0.7922.84
AKRX0.7838.87
WLK0.7539.48

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:130.52M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.45%

Performance & Risk

YTD Return:5.40%
5y Avg Return:N/A
Rank in Category (ytd):32
% Rank in Category (ytd):4.18%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks capital appreciation. The fund seeks to track the performance of the Horizon Kinetics ISE Wealth Index. 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. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. View More
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