VTARX Mutual Fund (Virtus Tactical Allocation Fund Class R6) is managed by Virtus Investment Partners with $1.1M in net assets. VTARX expense ratio is 0.60%, holding 385 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2020-10-20.

VTARX performance shows a YTD return of 2.34%. The 1-year return is 13.38% and the 5-year return is 4.72%. VTARX dividend yield stands at 16.21%, paid quarterly.

VTARX top holdings include Virtus Newfleet Residential Mortgage-Backed Securities Completion Fund (4.0%), Virtus Newfleet Asset-Backed Securities Completion Fund (3.7%), Nvidia Corp (2.8%), Amphenol Corp. Class A (2.3%), Virtus Newfleet Commercial Mortgage-Backed Securities Completion Fund (2.0%). View all VTARX holdings, sector breakdown, or dividend history.

VTARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VTARX alternatives are available via the screener, along with tax-loss harvesting opportunities.