PALAX Mutual Fund

PALAX Mutual Fund (Virtus Global Allocation Fund Class A) is managed by Virtus Investment Partners with $40.9M in net assets. PALAX expense ratio is 0.77%, holding 301 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1998-09-30.

PALAX performance shows a YTD return of 8.08%. The 1-year return is 22.74% and the 5-year return is 6.49%. PALAX dividend yield stands at 9.27%, paid monthly.

PALAX 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%). Go to all PALAX holdings, PALAX sectors, or PALAX dividends.

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