Virtus Tactical Allocation C (POICX)
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Virtus Tactical Allocation C
Greenfield MA 01301
101 Munson Street
Virtus Equity Trust
Management Information
,Lead Manager since September 6, 2016
Doug Foreman, CFA , is CIO since 2014, playing a leadership role in Kayne’s equity investment operations. Before joining Kayne in 2011, he was director of equities at HighMark Capital Management (2009 to 2011). Prior to HighMark, Mr. Foreman was retired for two years (2007 to 2008) and was group managing director and chief investment officer of U.S. equities at Trust Company of the West (TCW)(1994 – 2006). He earned a B.S. in marine engineering from The U.S. Naval Academy and an M.B.A. with a concentration in finance from Harvard University. Mr. Foreman is a CFA holder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--50% to 70% Equity
Fund FamilyVirtus
Net Assets630.88M
YTD Return2.71%
Yield0.47%
Morningstar Rating★★
Inception DateJan 28, 2019
Fund Operations
Last Dividend0.05
Last Cap Gain12.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpensePOICXCategory Average
Annual Report Expense Ratio (net)0.76%0.84%
Prospectus Net Expense Ratio0.76%N/A
Prospectus Gross Expense Ratio0.86%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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