AMFAX Mutual Fund

AMFAX Mutual Fund (Virtus AlphaSimplex Managed Futures Strategy Fund Class A) is managed by Virtus Investment Partners with $28.0M in net assets. AMFAX expense ratio is 1.70%, holding 39 positions across sectors including Financials. Inception date: 2010-07-30.

AMFAX performance shows a YTD return of 14.17%. The 1-year return is 22.90% and the 5-year return is 3.08%. AMFAX dividend yield stands at 1.61%, paid annually.

AMFAX top holdings include United States Department 0 07/28/2026 (7.1%), BROWARD CNTY FLA SCH DIST 5% Jul 01, 2032 (3.9%), Mufg Bank Ltd New York Branch 3.85% Cp 28/08/2026 (3.8%), Treasury Bill 0% Jul 02, 2026 (3.8%), Dg Bank New York Branch 3.8% Cp 04/08/2026 (3.3%). Go to all AMFAX holdings, AMFAX sectors, or AMFAX dividends.

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