ALOIX Mutual Fund

ALOIX Mutual Fund (Virtus International Small-Cap Fund Institutional Class) is managed by Virtus Investment Partners with $23.8M in net assets. ALOIX expense ratio is 1.04%, holding 139 positions across sectors including Financials, Materials, Industrials. Inception date: 1997-12-31.

ALOIX performance shows a YTD return of 22.10%. The 1-year return is 34.10% and the 5-year return is 7.40%. ALOIX dividend yield stands at 3.71%, paid semi-annually.

ALOIX top holdings include Sitc International Holdings Co Ltd (2.3%), Banca Mediolanum (2.2%), Synnex Technology International Corp (2.1%), Drax Group Ord (1.8%), National Aluminium Co Ltd (1.7%). Go to all ALOIX holdings, ALOIX sectors, or ALOIX dividends.

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