PALAX Mutual Fund

PALAX Mutual Fund (Virtus Global Allocation Fund Class A) is managed by Virtus Investment Partners with $40.4M in net assets. PALAX expense ratio is 0.77%, holding 301 positions across sectors including Financials, Information Technology, Real Estate. 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 6.50%. PALAX dividend yield stands at 9.55%, paid monthly.

PALAX top holdings include Virtus Nwflt Cor Pl Bnd-R6 (17.7%), Virtus Allianzgi Focused Growth Fund (16.2%), Virtus Us Dividend Etf (10.9%), Virtus Seix High Yield-R6 (9.4%), Virtus International Dividend Etf (9.2%). 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.