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Fund Intelligence | Best Managers | PHRBX Insights | PHRBX Score | PHRBX Performance | PHRBX Manager | PHRBX News | PHRBX Allocation | PHRBX Holdings Change

Mutual Fund Insights: Virtus Real Estate Securities B Fund (PHRBX)

In-depth Analysis of Virtus Real Estate Securities B Fund (PHRBX)

Mutual fund chart: Virtus Real Estate Securities B Fund (PHRBX)

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See Virtus Real Estate Securities B Fund (PHRBX) performance details as of January 31, 2010

  

    Last Trade: $23.77 on 3/19/2010, Change: -0.24 (-1%)

  

Fund Manager - Geoffrey Dybas

Fund Manager Tenure: 11.2 years   [Similar Funds: PHRAX  PHRCX  PHRIX ]
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)
Dybas is a Senior Portfolio Manager of Phoenix Real Estate Securities Fund. He is also a portfolio manager for the REIT portfolios. His primary responsibilities include sharing portfolio management and trading decisions, and conducting research on the equity REIT universe. Dybas holds the Chartered Financial Analyst designation.  Get more insights on Geoffrey Dybas

  

What we like about Virtus Real Estate Securities B Fund (PHRBX) What we like about Virtus Real Estate Securities B Fund (PHRBX)

Data for Virtus Real Estate Securities B Fund (PHRBX) as of January 31, 2010

  • Virtus Real Estate Securities B Fund (PHRBX) management has been with Virtus Real Estate Securities B Fund for 11.2 years
  • Virtus Real Estate Securities B Fund (PHRBX) has good Long-term performance (5-year return 0.90% vs -0.30% Real Estate category average)
  • Virtus Real Estate Securities B Fund (PHRBX) has a Morningstar rating of 4 and above
  • Virtus Real Estate Securities B Fund (PHRBX) has an annual stock turnover rate of 48.00% vs Real Estate average of 119.83%. It is good that Virtus Real Estate Securities B management does not trade extensively for its return.
  • Virtus Real Estate Securities B Fund (PHRBX) is less volatile than its peers as it has a 3-year Standard Deviation of 38.03, lower than category average of 38.72

  

What we are cautious about Virtus Real Estate Securities B Fund (PHRBX) What we are cautious about Virtus Real Estate Securities B Fund (PHRBX)

Data for Virtus Real Estate Securities B Fund (PHRBX) as of January 31, 2010

  • Virtus Real Estate Securities B Fund is a focused fund with 49.43% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Virtus Real Estate Securities B Fund (PHRBX) has a less-than-ideal short-term performance (1-year return 42.57% vs 47.97% Real Estate category average)
  • Virtus Real Estate Securities B Fund (PHRBX) has a less-than-ideal mid-term performance (3-year return -17.21% vs -17.09% Real Estate category average)
  • Virtus Real Estate Securities B Fund (PHRBX) ratio of up-years vs down years can be improved
  • Virtus Real Estate Securities B Fund (PHRBX) is less safe compared to its Real Estate peers
  • Virtus Real Estate Securities B Fund (PHRBX) does not have a good risk adjusted return as its 3-year Alpha of -1.57 is worse than category average of -0.91, and its 3-year Sharpe ratio is -0.35
  • Virtus Real Estate Securities B Fund (PHRBX) has a higher management fee of 2.20% than its Real Estate average of 1.47%
  • Virtus Real Estate Securities B Fund (PHRBX) carries a 5% load
See Virtus Real Estate Securities B Fund (PHRBX) performance details as of January 31, 2010

  

  

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Virtus Real Estate Securities B Fund (PHRBX) Net Asset

Track net asset change of Virtus Real Estate Securities B fund (PHRBX)

DateNet Asset
01/2010$16.02M
11/2009$17.31M
10/2009$16.50M
More historic net asset information on Virtus Real Estate Securities B Fund (PHRBX)

  

Virtus Real Estate Securities B Fund (PHRBX) Portfolio Allocation

Track portfolio allocation change of Virtus Real Estate Securities B fund (PHRBX)

DateCashStockBondOther
09/20092.73%97.27%0%0%
06/20091.81%98.19%0%0%
03/20091.71%98.29%0%0%
Click here to see more historic asset allocation information on Virtus Real Estate Securities B Fund (PHRBX)

  

Most Recent Top 10 Holdings in Virtus Real Estate Securities B Fund (PHRBX)

Discover what Virtus Real Estate Securities B Fund (PHRBX) manager is buying

30-Sep-09
SIMON PPTY GRP INC [10.35%]
VORNADO REALTY TRUST [6.45%]
PUBLIC STG [4.74%]
DIGITAL REALTY TRUST [4.69%]
EQUITY RESIDENTAL [4.69%]
BOSTON PPTYS INC [4.21%]
HCP, INC. [3.9%]
HEALTH CARE REIT [3.63%]
KIMCO REALTY CP [3.5%]
VENTAS INC [3.27%]

30-Jun-09
SIMON PPTY GRP INC [9.77%]
VORNADO REALTY TRUST [5.87%]
PUBLIC STG [5.43%]
DIGITAL REALTY TRUST [4.72%]
VENTAS INC [4.58%]
HCP, INC. [4.33%]
BOSTON PPTYS INC [4.22%]
EQUITY RESIDENTAL [4.22%]
HEALTH CARE REIT [3.71%]
HOST HOTELS & RESORT [3.28%]

31-Mar-09
Simon Property Group, Inc. (New [7.6%]
Public Storage [6.51%]
Digital Realty Trust, Inc. [6.24%]
Health Care REIT Inc. [5.45%]
Ventas, Inc. [5.13%]
Vornado Realty Trust [5.08%]
HCP, Inc. [4.46%]
Equity Residential [4.45%]
Federal Realty Investment Trust [3.73%]
Tanger Factory Outlet Centers, [3.71%]
Click here for Stock Holding Change Map in Virtus Real Estate Securities B Fund (PHRBX)

  

Related books and products to Virtus Real Estate Securities B Fund (PHRBX)

  

Latest News on Virtus Real Estate Securities B (PHRBX)

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