VWMIX : Virtus Horizon Wealth Masters Fund Class I

VWMIX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

VWMIX

Virtus Horizon Wealth Masters Fund Class I

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

25% FI Score
  • vwmix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Virtus Horizon Wealth Masters Fund Class I

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund seeks to track the performance of the Horizon Kinetics ISE Wealth Index (Ticker: RCH), a public index maintained by Horizon Kinetics LLC, the parent company of the fund's subadviser, and International Securities Exchange, LLC. The index is composed of U.S.-listed companies and equity REITs managed by executives who are among the wealthiest individuals in the United States and, in many cases, have accumulated a substantial amount of their personal wealth through the companies that they manage.

Largest Holdings

Amount Holding
1.20% Penn National Gaming Inc
0.91% Gaming and Leisure Properties Inc
0.91% PJT Partners Inc A
0.87% Air Lease Corp Class A
0.86% Hertz Global Holdings Inc
0.86% Red Rock Resorts Inc A
0.83% Liberty TripAdvisor Holdings Inc Class A
0.81% Herc Holdings Inc
0.81% The Wendy's Co Class A
0.79% Qurate Retail Inc Class A
0.78% Marriott Vacations Worldwide Corp
0.78% Spectrum Brands Holdings Inc
0.77% Restaurant Brands International Inc
0.77% American Financial Group Inc
0.77% Precigen Inc
0.76% Carnival Corp
0.76% Conduent Inc
0.75% GCI Liberty Inc A
0.74% IAC/InterActiveCorp
0.73% TTEC Holdings Inc
0.72% Colfax Corp
0.72% Equity Lifestyle Properties Inc
0.71% Tesla Inc
0.70% Third Point Reinsurance Ltd
0.70% Liberty Braves Group

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