Fund Mojo help you discover the best fund managers, funds, and related information

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

Virtus Equity Trend A (VAPAX) Fund Ranking and Research

Ranking, Research and Recommendation of Virtus Equity Trend A (VAPAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Virtus Equity Trend A Fund (VAPAX) ManagerFund Manager - Warun Kumar

Fund Manager Information

Fund Manager Tenure: 5.0 years
Similar Funds: VAPCX  VAPIX 
Fund Family: Virtus
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.38)     (What does this score mean?)

 

Graph of Virtus Equity Trend A Fund (VAPAX) ProfileVirtus Equity Trend A Fund (VAPAX) Profile

Fund Profile and Description

Virtus Equity Trend A Fund seeks long-term capital appreciation. Virtus Equity Trend A Fund may invest in the nine Select Sector SPDR® ETFs, representing the primary sectors of the S&P 500® Index, plus an ETF representing short-term U.S. Treasuries. The primary sectors of the S&P 500® index represented by the Select Sector SPDR® ETFs are: consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, technology, and utilities. Virtus Equity Trend A Fund has the flexibility to be invested in any combination of the nine sector ETFs, a combination of sector ETFs and short-term U.S. Treasuries, or 100% in short-term U.S. Treasuries.

 

Virtus Equity Trend A (VAPAX) Fund Strength What we like about Virtus Equity Trend A (VAPAX) Fund

Data for Virtus Equity Trend A Fund (VAPAX) as of May 30, 2016

  • Virtus Equity Trend A Fund (VAPAX) management has been with Virtus Equity Trend A Fund for 5.0 years
  • Virtus Equity Trend A Fund (VAPAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.62, lower than category average of 11.67

Virtus Equity Trend A Fund (VAPAX) Weakness What we are cautious about Virtus Equity Trend A (VAPAX) Fund

Data for Virtus Equity Trend A Fund (VAPAX) as of May 30, 2016

  • Virtus Equity Trend A Fund (VAPAX) has a less-than-ideal short-term performance (1-year return -8.77% vs -1.15% Large Blend category median performance)
  • Virtus Equity Trend A Fund (VAPAX) has a less-than-ideal mid-term performance (3-year return 0.51% vs 9.43% Large Blend category median performance)
  • Virtus Equity Trend A Fund (VAPAX) has a less-than-ideal Long-term performance (5-year return 3.40% vs 10.15% Large Blend category median performance)
  • Virtus Equity Trend A Fund (VAPAX) ratio of up-years vs down years can be improved
  • Virtus Equity Trend A Fund (VAPAX) has a Morningstar rating of 3 and below
  • Virtus Equity Trend A Fund (VAPAX) has an annual stock turnover rate of 674.00% that is higher than the Large Blend average of 53.12%. This could mean Virtus Equity Trend A is more nimble, but also signal potential high tax impact and high trading fees
  • Virtus Equity Trend A Fund (VAPAX) does not have a good risk adjusted return as its 3-year Alpha of -7.36 is worse than category average of -1.74, and its 3-year Sharpe ratio is 0.09
  • Virtus Equity Trend A Fund (VAPAX) has a higher expense ratio of 1.60% than its Large Blend average of 1.02%
  • Virtus Equity Trend A Fund (VAPAX) carries a 5.75% load
  • Asset base in Virtus Equity Trend A Fund (VAPAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Virtus Equity Trend A Fund (VAPAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Virtus Equity Trend A Fund (VAPAX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Virtus Equity Trend A-3.58-8.770.513.40
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Virtus Equity Trend A Fund (VAPAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Virtus Equity Trend A Fund (VAPAX) Net Asset TrackingVirtus Equity Trend A (VAPAX) Fund Net Asset

Track net asset change of Virtus Equity Trend A fund (VAPAX)

DateNet Asset
05/2016$1.24B
03/2016$1.45B
02/2016$1.52B
More historic net asset information on Virtus Equity Trend A Fund (VAPAX)

  

Graph of Virtus Equity Trend A Fund (VAPAX) Portfolio TrackingVirtus Equity Trend A (VAPAX) Fund Portfolio Allocation

Track portfolio allocation change of Virtus Equity Trend A fund (VAPAX)

DateCashStockBondOther
04/20160%100%0%0%
02/201660.78%39.22%0%0%
01/201660.29%39.71%0%0%
Click here to see more historic asset allocation information on Virtus Equity Trend A Fund (VAPAX)

 

graph of Virtus Equity Trend A Fund (VAPAX) Top 10 Position TrackingTop 10 Holdings in Virtus Equity Trend A (VAPAX) Fund

Discover what Virtus Equity Trend A Fund (VAPAX) manager is buying

Apr 29, 2016
Molson Coors Brewing Company Cl [1.88%]
Newmont Mining Corporation [1.8%]
Sysco Corporation Common Stock [1.79%]
AGL Resources, Inc. Common Stoc [1.7%]
DENTSPLY SIRONA Inc. [1.69%]
Wynn Resorts, Limited [1.64%]
Genuine Parts Company Common St [1.62%]
Level 3 Communications, Inc. Co [1.6%]
Freeport-McMoRan, Inc. Common S [1.57%]
Cintas Corporation [1.57%]

Feb 28, 2016
DENTSPLY SIRONA Inc. [1.62%]
Sysco Corporation Common Stock [1.61%]
Molson Coors Brewing Company Cl [1.58%]
AGL Resources, Inc. Common Stoc [1.57%]
Nike, Inc. Common Stock [1.52%]
Newmont Mining Corporation [1.25%]
Microsoft Corporation [1.21%]
Constellation Brands, Inc. Comm [1.21%]
H&R Block, Inc. Common Stock [1.18%]
Omnicom Group Inc. Common Stock [1.15%]

Jan 30, 2016
AGL Resources, Inc. Common Stoc [2.07%]
Molson Coors Brewing Company Cl [1.98%]
Nike, Inc. Common Stock [1.9%]
DENTSPLY SIRONA Inc. [1.54%]
Constellation Brands, Inc. Comm [1.48%]
Microsoft Corporation [1.45%]
Home Depot, Inc. (The) Common S [1.33%]
Omnicom Group Inc. Common Stock [1.33%]
General Electric Company Common [1.25%]
Amazon.com, Inc. [1.07%]
Click here for Stock Holding Change Map in Virtus Equity Trend A Fund (VAPAX)

  

Latest News on Virtus Equity Trend A (VAPAX) Fund

See what is happening with Virtus Equity Trend A Fund (VAPAX)

 

Virtus Equity Trend A Fund (VAPAX) Related ResourcesSee more information on Virtus Equity Trend A (VAPAX) Fund

Popular pages on Virtus Equity Trend A (VAPAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update