PALCX Mutual Fund

PALCX Mutual Fund (Virtus Global Allocation Fund Class C) is managed by Virtus Investment Partners with $1.9M in net assets. PALCX expense ratio is 1.52%, holding 301 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1998-09-30.

PALCX performance shows a YTD return of 2.15%. The 1-year return is 15.33% and the 5-year return is 4.55%. PALCX dividend yield stands at 6.42%, paid monthly.

PALCX 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 PALCX holdings, PALCX sectors, or PALCX dividends.

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