Virtus Investment Partners Mutual Funds List
Here you can find all mutual funds issued by Virtus Investment Partners and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.32%
- Avg. 1 Year Return
- 5.03%
- Avg. 5 Year Return
- 3.17%
- Median Risk/Return Score
- 98 / 100
Virtus Investment Partners Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| The Merger Fund Class I | Event Driven | Aug 1, 2013 | 1.32% | 1.12% | 4.19% | 7.87% | 98 |
Explore top Virtus Investment Partners Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Virtus Investment Partners Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| The Merger Fund Class I | 98 | — | Aug 2013 |
Best-Performing Virtus Investment Partners Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| The Merger Fund Class I | 3.17% | — | Aug 2013 |
Lowest-Cost Virtus Investment Partners Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| The Merger Fund Class I | 1.32% | — | Aug 2013 |
Highest-Yield Virtus Investment Partners Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| The Merger Fund Class I | 7.87% | — | Aug 2013 |
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