PALAX Mutual Fund
PALAX Mutual Fund
Virtus Global Allocation Fund Class A
PALAX Mutual Fund Overview
PALAX Mutual Fund (Virtus Global Allocation Fund Class A) is managed by Virtus Investment Partners with $40.0M in net assets. PALAX expense ratio is 0.77%, holding 301 positions across sectors including Unknown, Other, Financials. Inception date: 1998-09-30.
PALAX performance shows a YTD return of 8.37%. The 1-year return is 23.73% and the 5-year return is 6.94%. PALAX dividend yield stands at 8.81%, paid monthly.
PALAX top holdings include Virtus Nwflt Cor Pl Bnd-R6 (17.1%), Virtus Silvant Focused Growth Fund (15.4%), Virtus Us Dividend Etf (11.2%), Virtus Seix High Yield-R6 (9.8%), Virtus International Dividend Etf (9.4%). View all PALAX holdings, sector breakdown, or dividend history.
PALAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PALAX alternatives are available via the screener, along with tax-loss harvesting opportunities.