VTARX Mutual Fund

VTARX Mutual Fund (Virtus Tactical Allocation Fund Class R6) is managed by Virtus Investment Partners with $1.1M in net assets. VTARX expense ratio is 0.60%, holding 385 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2020-10-20.

VTARX performance shows a YTD return of 0.35%. The 1-year return is -0.20% and the 5-year return is 1.96%. VTARX dividend yield stands at 16.53%, paid quarterly.

VTARX top holdings include Virtus Newfleet Residential Mortgage-Backed Securities Completion Fund (4.0%), Virtus Newfleet Asset-Backed Securities Completion Fund (3.7%), Nvidia Corp. (2.8%), Amphenol Corp. Class A (2.3%), Virtus Newfleet Commercial Mortgage-Backed Securities Completion Fund (2.0%). Go to all VTARX holdings, VTARX sectors, or VTARX dividends.

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