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Virtus AlphaSimplex Mgd Futs Strat I (ASFYX)

8.63 -0.04 (-0.46%)
At close: 8:00 PM EST
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DELL
  • Previous Close 8.67
  • YTD Return -0.88%
  • Expense Ratio 1.45%
  • Category Systematic Trend
  • Last Cap Gain -12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 2.17B
  • Beta (5Y Monthly) -0.51
  • Yield 0.99%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.09
  • Inception Date May 1, 2017

The Adviser typically will make extensive use of a variety of derivative instruments, including futures and forward contracts, to capture the exposures suggested by its absolute return strategy while also seeking to add value through volatility management. The Adviser uses proprietary quantitative models to identify price trends in equity, fixed-income, currency and commodity instruments across time periods of various lengths.

Virtus

Fund Family

Systematic Trend

Fund Category

2.17B

Net Assets

2017-05-01

Inception Date

Performance Overview: ASFYX

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Trailing returns as of 10/31/2024. Category is Systematic Trend.

YTD Return

ASFYX
0.88%
Category
6.19%
?

1-Year Return

ASFYX
7.60%
Category
11.75%
?

3-Year Return

ASFYX
6.02%
Category
3.74%
?

5-Year Return

ASFYX
6.35%
Category
0.99%
?

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Holdings: ASFYX

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