PXIIX : Virtus Rampart Enhanced Core Equity Fund Class I

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

PXIIX

Virtus Rampart Enhanced Core Equity Fund Class I

FI Score

33 /100

Expense Ratio Rating

4 /10

Expense Rating

1 /10

Market Score

2 /10

Category Score

10 /10

Market Size

2 /10

33% FI Score
  • pxiix
  • Mutual Fund
  • US Stocks
  • Large Blend

Virtus Rampart Enhanced Core Equity Fund Class I

Expenses: 0.95% (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 capital appreciation and current income. The fund seeks to achieve its investment objectives by investing in securities and/or Exchange Traded Funds ("ETFs") representing the S&P 500® Index. Allocations are based on a proprietary rules-based model that seeks to overweight those segments of the market that have experienced stronger recent relative performance. An options strategy is employed for the purpose of seeking to generate additional returns. The strategy utilizes index-based, out-of-the-money put and call credit spreads.

Largest Holdings

Amount Holding
5.52% Microsoft Corp
4.89% Apple Inc
3.51% Amazon.com Inc
2.51% Invesco S&P 500® Low Volatility ETF
1.89% Facebook Inc A
1.57% Alphabet Inc A
1.56% Alphabet Inc Class C
1.50% Johnson & Johnson
1.48% Berkshire Hathaway Inc B
1.27% Visa Inc Class A
1.22% JPMorgan Chase & Co
1.18% Procter & Gamble Co
1.13% UnitedHealth Group Inc
1.05% Intel Corp
0.99% The Home Depot Inc
0.99% Mastercard Inc A
0.92% Verizon Communications Inc
0.88% AT&T Inc
0.86% Merck & Co Inc
0.79% Pfizer Inc
0.76% Coca-Cola Co
0.75% The Walt Disney Co
0.75% Bank of America Corp
0.74% Cisco Systems Inc
0.74% PepsiCo Inc

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