ALOIX Mutual Fund

ALOIX Mutual Fund (Virtus International Small-Cap Fund Institutional Class) is managed by Virtus Investment Partners with $23.7M in net assets. ALOIX expense ratio is 1.04%, holding 132 positions across sectors including Financials, Industrials, Energy. Inception date: 1997-12-31.

ALOIX performance shows a YTD return of 14.53%. The 1-year return is 33.85% and the 5-year return is 6.75%. ALOIX dividend yield stands at 3.96%, paid semi-annually.

ALOIX top holdings include Japan Petroleum Exploration Co Common Stock (2.4%), Sitc International Holdings Co Ltd (2.3%), Drax Group Ord (2.3%), Idemitsu Kosan Co Ltd Common Stock (2.1%), Zhejiang Nhu Co. Ltd. Class A (2.0%). 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.