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Virtus Wealth Masters C (VWMCX)

13.19 Up 0.08(0.61%) May 27
Prev Close:13.11
YTD Return*:2.83%
Net Assets*:90.16M
Yield*:N/A

* As of 30-Apr-16

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

Headlines

  • No Headlines available for VWMCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CLR0.62N/A
TMST0.62N/A
CHK0.60N/A
EXTN0.60N/A
WTI0.59N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:90.16M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):2.20%

Performance & Risk

YTD Return:2.83%
5y Avg Return:N/A
Rank in Category (ytd):10
% Rank in Category (ytd):1.36%
Beta (3y):1.16
Morningstar Risk Rating:4

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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