PALCX Mutual Fund
PALCX Mutual Fund
Virtus Global Allocation Fund Class C
PALCX Mutual Fund Overview
PALCX Mutual Fund (Virtus Global Allocation Fund Class C) is managed by Virtus Investment Partners with $1.9M in net assets. PALCX expense ratio is 1.52%, holding 301 positions across sectors including Unknown, Other, Financials. Inception date: 1998-09-30.
PALCX performance shows a YTD return of 2.15%. The 1-year return is 15.92% and the 5-year return is 4.91%. PALCX dividend yield stands at 6.42%, paid monthly.
PALCX 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 PALCX holdings, sector breakdown, or dividend history.
PALCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PALCX alternatives are available via the screener, along with tax-loss harvesting opportunities.