VAPIX : Virtus Rampart Equity Trend Fund Class I

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

VAPIX

Virtus Rampart Equity Trend Fund Class I

FI Score

29 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

29% FI Score
  • vapix
  • Mutual Fund
  • US Stocks
  • Large Blend

Virtus Rampart Equity Trend Fund Class I

Expenses: 1.31% (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 approximately 130 sub-sectors of the primary sectors of the S&P 500​® Index and/or cash equivalents (high-quality short-term securities). Allocations to each sub-sector are based on quantitative models. It has the flexibility to invest in any combination of the sub-sectors and high-quality short-term securities, or 100% in high-quality short-term securities. A relative strength momentum model is utilized to rank each sub-sector of the equity market.

Largest Holdings

Amount Holding
1.51% Amazon.com Inc
1.48% The Kroger Co
1.48% Newmont Corp
1.47% Apple Inc
1.45% Cerner Corp
1.37% Microsoft Corp
1.30% American Water Works Co Inc
1.21% Prologis Inc
1.00% Old Dominion Freight Lines Inc
0.98% Procter & Gamble Co
0.93% UnitedHealth Group Inc
0.89% VeriSign Inc
0.82% Walmart Inc
0.77% Activision Blizzard Inc
0.76% Thermo Fisher Scientific Inc
0.70% Target Corp
0.64% Costco Wholesale Corp
0.64% Akamai Technologies Inc
0.62% JB Hunt Transport Services Inc
0.56% Dollar General Corp
0.52% Electronic Arts Inc
0.50% Adobe Inc
0.46% Johnson & Johnson
0.42% American Tower Corp
0.42% Salesforce.com Inc

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