PNBCX Mutual Fund

PNBCX Mutual Fund

NAV$27.95
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Fund Essentials - as of Jul 31, 2026

Net Assets
$1M
Expense Ratio
1.76%
Dividend Yield (Current)
8.80%
Holdings
66
Inception Date
Jul 19, 2002
Fund Family
VIRTUS FUNDS
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+2.27%
1 Year+14.29%
3 Year+8.01%
5 Year+5.48%
10 Year+8.46%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
MSFTMicrosoft Corp4.74%
SCHWSchwab Strategic T4.42%
AMZNAmazon.Com Inc4.38%
AAPLApple, Inc4.28%
DINOHF Sinclair Corp4.22%
Top 10 Concentration: 38.24%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
8.80%
Frequency
Quarterly
Latest Distribution
$1.91
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

PNBCX Mutual Fund Overview

PNBCX Mutual Fund (Virtus NFJ Large Cap Value Fund Class C) is managed by VIRTUS FUNDS with $1.1M in net assets. PNBCX expense ratio is 1.76%, holding 66 positions across sectors including Financials, Information Technology, Energy. Inception date: 2002-07-19.

PNBCX performance shows a YTD return of 2.27%. The 1-year return is 14.29% and the 5-year return is 5.48%. PNBCX dividend yield stands at 8.80%, paid quarterly.

PNBCX top holdings include Microsoft Corp (4.7%), Schwab Strategic T (4.4%), Amazon.Com Inc (4.4%), Apple, Inc (4.3%), HF Sinclair Corp (4.2%). Go to all PNBCX holdings, PNBCX sectors, or PNBCX dividends.

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