ASMF ETF

ASMF ETF
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Fund Essentials - as of Jul 28, 2026

Net Assets
$30M
Expense Ratio
0.80%
Dividend Yield (Current)
0.20%
Holdings
22
Inception Date
May 15, 2024
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.24%
1 Year+16.34%

Asset Allocation

Bonds: 78.59%
Cash: 22.22%
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Top Holdings

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TickerNameWeight
-Cds Virgin Media Finance Plc15.91%
-Purchased Usd / Sold Chf7.18%
-Aviv Group Gmbh, 1St Lien Term Loan B 6.099 2032-04-237.18%
-Lanxess AG, 0.625% 1 Dec 2029, EUR6.50%
-Cash/Cash Equivalents5.36%
Top 10 Concentration: 67.27%Report Date: Jul 28, 2026
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Dividend Summary

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Dividend Yield (Current)
0.20%
Frequency
Annually
Latest Distribution
$0.05
Dec 22, 2025
12M Distributions
1 payment
Total: $0.05

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

ASMF ETF Overview

ASMF ETF (Virtus AlphaSimplex Managed Futures ETF) is managed by Virtus Investment Partners with $30.0M in net assets. ASMF expense ratio is 0.80%, holding 22 positions across various sectors. Inception date: 2024-05-15.

ASMF performance shows a YTD return of 7.24%. The 1-year return is 16.34%. ASMF dividend yield stands at 0.20%, paid annually.

ASMF top holdings include Cds Virgin Media Finance Plc (15.9%), Purchased Usd / Sold Chf (7.2%), Aviv Group Gmbh, 1St Lien Term Loan B 6.099 2032-04-23 (7.2%), Lanxess AG, 0.625% 1 Dec 2029, EUR (6.5%), Cash/Cash Equivalents (5.4%). Go to all ASMF holdings, ASMF sectors, or ASMF dividends.

ASMF can be compared against other funds. Use ASMF overlap to find shared positions, or ASMF vs another fund for a side-by-side view. ASMF alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+0.55%
YTD
+7.24%
1 Year
+16.34%
3 Year
N/A

Top 10 Holdings (67.3% of portfolio)

#TickerNameSectorWeight
1-Cds Virgin Media Finance PlcOther15.91%
2-Purchased Usd / Sold ChfOther7.18%
3-Aviv Group Gmbh, 1St Lien Term Loan B 6.099 2032-04-23Other7.18%
4-Lanxess AG, 0.625% 1 Dec 2029, EUROther6.50%
5-Cash/Cash EquivalentsOther5.36%
6-Ginnie Mae I Pool 6.5 07/15/2029Other5.23%
7-United States Treasury Bill 0.000% 08/11/2026Other5.23%
8-United States Treasury Bill 0.000% 07/30/2026Other4.90%
9-United States Treasury Bill 0.000% 08/04/2026Other4.90%
10-Poland (Republic Of), Series 1034, 5.00% 10/25/2034Other4.88%