PALLX Mutual Fund
PALLX Mutual Fund
Virtus Global Allocation Fund Institutional class
PALLX Mutual Fund Overview
PALLX Mutual Fund (Virtus Global Allocation Fund Institutional class) is managed by Virtus Investment Partners with $8.9M in net assets. PALLX expense ratio is 0.54%, holding 301 positions across sectors including Unknown, Other, Financials. Inception date: 1999-02-26.
PALLX performance shows a YTD return of 8.50%. The 1-year return is 23.98% and the 5-year return is 7.19%. PALLX dividend yield stands at 9.31%, paid monthly.
PALLX 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 PALLX holdings, sector breakdown, or dividend history.
PALLX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PALLX alternatives are available via the screener, along with tax-loss harvesting opportunities.