PWBAX : Virtus Rampart Sector Trend Fund Class A

PWBAX is a US Stocks Market Large Blend with HIGH fees.

PWBAX

Virtus Rampart Sector Trend Fund Class A

FI Score

32 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

32% FI Score
  • pwbax
  • Mutual Fund
  • US Stocks
  • Large Blend

Virtus Rampart Sector Trend Fund Class A

Expenses: 0.99% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund utilizes a rules based investment process and may invest in securities representing the primary sectors of the S&P 500​® Index and/or cash equivalents (high-quality short-term securities). Allocations to each sector are based on quantitative models. The fund has the flexibility to invest in any combination of the sectors and high-quality short-term securities, or 100% in high-quality short-term securities.

Largest Holdings

Amount Holding
4.43% Microsoft Corp
4.00% Apple Inc
2.12% Johnson & Johnson
1.49% UnitedHealth Group Inc
1.14% Pfizer Inc
1.08% Merck & Co Inc
1.02% Visa Inc Class A
0.87% Abbott Laboratories
0.85% Intel Corp
0.82% Mastercard Inc A
0.76% Bristol-Myers Squibb Company
0.75% Amgen Inc
0.72% Thermo Fisher Scientific Inc
0.71% Medtronic PLC
0.70% Eli Lilly and Co
0.65% AbbVie Inc
0.59% Cisco Systems Inc
0.57% NVIDIA Corp
0.57% Gilead Sciences Inc
0.56% Danaher Corp
0.55% Adobe Inc
0.48% PayPal Holdings Inc
0.47% Salesforce.com Inc
0.43% CVS Health Corp
0.39% Cigna Corp

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