PALLX Mutual Fund

PALLX Mutual Fund (Virtus Global Allocation Fund Institutional class) is managed by Virtus Investment Partners with $9.3M in net assets. PALLX expense ratio is 0.54%, holding 301 positions across sectors including Financials, Information Technology, Health Care. Inception date: 1999-02-26.

PALLX performance shows a YTD return of 8.23%. The 1-year return is 17.73% and the 5-year return is 6.75%. PALLX dividend yield stands at 9.80%, paid monthly.

PALLX 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 PALLX holdings, PALLX sectors, or PALLX dividends.

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