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

Mutual Fund Insights: Virtus Quality Large-Cap Value C Fund (PPTCX)

In-depth Analysis of Virtus Quality Large-Cap Value C Fund (PPTCX)

Mutual fund chart: Virtus Quality Large-Cap Value C Fund (PPTCX)

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See Virtus Quality Large-Cap Value C Fund (PPTCX) performance details as of February 28, 2010

  

    Last Trade: $9.03 on 3/19/2010, Change: -0.03 (-0.33%)
Experiment our closing price forecasting tool for Virtus Quality Large-Cap Value C Fund (PPTCX) (alpha release)

  

Fund ManagerFund Manager - Richard Sherry

Fund Manager Tenure: 0.6 years   [Similar Funds: PPTAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Richard Sherry is a principal, a portfolio manager for the International Equity Portfolio, and a senior research analyst with primary research responsibilities for the international financials sector. Richard Sherry joined Kayne Anderson Rudnick in 1995 as a marketing analyst before becoming a research analyst. Before joining our organization, Sherry worked as operations/marketing supervisor at Pilgrim Asset Management. Richard Sherry holds the Chartered Financial Analysts designation.  Get more insights on Richard Sherry

  

What we like about Virtus Quality Large-Cap Value C Fund (PPTCX) What we like about Virtus Quality Large-Cap Value C Fund (PPTCX)

Data for Virtus Quality Large-Cap Value C Fund (PPTCX) as of February 28, 2010

  • Virtus Quality Large-Cap Value C Fund (PPTCX) has good mid-term performance (3-year return -9.90% vs -7.29 % Large Value category average)

  

What we are cautious about Virtus Quality Large-Cap Value C Fund (PPTCX) What we are cautious about Virtus Quality Large-Cap Value C Fund (PPTCX)

Data for Virtus Quality Large-Cap Value C Fund (PPTCX) as of February 28, 2010

  • Virtus Quality Large-Cap Value C Fund (PPTCX) management has been with Virtus Quality Large-Cap Value C Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Virtus Quality Large-Cap Value C Fund is a focused fund with 45.16% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Virtus Quality Large-Cap Value C Fund (PPTCX) has a less-than-ideal short-term performance (1-year return 50.29% vs 54.22 % Large Value category average)
  • Virtus Quality Large-Cap Value C Fund (PPTCX) ratio of up-years vs down years can be improved
  • Virtus Quality Large-Cap Value C Fund (PPTCX) has a Morningstar rating of 3 and below
  • Virtus Quality Large-Cap Value C Fund (PPTCX) has an annual stock turnover rate of 140.00% that is higher than the Large Value average of 69.56%. This could mean Virtus Quality Large-Cap Value C is more nimble, but also signal potential high tax impact and high trading fees
  • Virtus Quality Large-Cap Value C Fund (PPTCX) does not have a good risk adjusted return as its 3-year Alpha of -4.16 is worse than category average of -1.52, and its 3-year Sharpe ratio is -0.46
  • Virtus Quality Large-Cap Value C Fund (PPTCX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.43 that is higher than category average of 20.8
  • Virtus Quality Large-Cap Value C Fund (PPTCX) has a higher management fee of 2.10% than its Large Value average of 1.29%
  • Virtus Quality Large-Cap Value C Fund (PPTCX) carries a 1% load
See Virtus Quality Large-Cap Value C Fund (PPTCX) performance details as of February 28, 2010

  

  

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Virtus Quality Large-Cap Value C Fund (PPTCX) Net Asset

Track net asset change of Virtus Quality Large-Cap Value C fund (PPTCX)

DateNet Asset
02/2010$46.06M
01/2010$3.71M
11/2009$3.83M
More historic net asset information on Virtus Quality Large-Cap Value C Fund (PPTCX)

  

Virtus Quality Large-Cap Value C Fund (PPTCX) Portfolio Allocation

Track portfolio allocation change of Virtus Quality Large-Cap Value C fund (PPTCX)

DateCashStockBondOther
09/20091.36%98.65%0%0%
06/20090.49%99.51%0%0%
03/20090.72%99.28%0%0%
Click here to see more historic asset allocation information on Virtus Quality Large-Cap Value C Fund (PPTCX)

  

Most Recent Top 10 Holdings in Virtus Quality Large-Cap Value C Fund (PPTCX)

Discover what Virtus Quality Large-Cap Value C Fund (PPTCX) manager is buying

30-Sep-09
P N C FIN SVCS GR [5.78%]
ALCON INC [5.11%]
JP MORGAN CHASE CO [4.92%]
3M COMPANY [4.81%]
COCA COLA CO THE [4.58%]
Microsoft Corporation [4.56%]
BP PLC [4.35%]
THE TRAVELERS CO [4.19%]
BANK OF NY MELLON CP [3.96%]
T J X COS INC [3.86%]

30-Jun-09
EXXON MOBIL CP [7.53%]
PFIZER INC [6.27%]
COMPUTER SCIENCES CP [4.08%]
BANK OF NY MELLON CP [4.06%]
STATE STREET CP [3.89%]
ALTRIA GROUP INC [3.59%]
CONOCOPHILLIPS [3.55%]
CHEVRON CORP [3.29%]
JOHNSON AND JOHNS DC [3.05%]
WELLPOINT INC. [2.66%]

31-Mar-09
Exxon Mobil Corp. [7.57%]
Pfizer Inc [6.67%]
Johnson & Johnson [4.65%]
Altria Group Inc [3.99%]
Chevron Corporation [3.83%]
ConocoPhillips [3.76%]
Computer Sciences Corp. [3.69%]
CIGNA Corp. [2.58%]
New York Community Bancorp Inc. [2.41%]
Procter & Gamble Co. [2.38%]
Click here for Stock Holding Change Map in Virtus Quality Large-Cap Value C Fund (PPTCX)

  

Related books and products to Virtus Quality Large-Cap Value C Fund (PPTCX)

  

Latest News on Virtus Quality Large-Cap Value C (PPTCX)

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