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Virtus Balanced Fd Cl A: (MF: PHBLX)
(MF) As of Apr 23, 2015 06:05 PM ET
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Zacks MF Rank : 4 - Sell
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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General Information as of Mar 31, 2015
%Unrealized Gain YTD
Net Assets (Mil $) 3/31/2015
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 3/31/2015
% of Portfolio
Top Equity Holdings
(As of 12/31/2014) % of Portfolio
CONTINENTAL RESOURCES INC
ZIMMER HOLDINGS INC
GOLDMAN SACHS GROUP INC
FORD MOTOR CO
ALASKA AIRGROUP INC.
SOUTHWEST AIRLINES CO
WESTERN DIGITAL CORP
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Virtus Balanced Fd Cl A PHBLX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
The fund was incepted in September 1970 and is managed by Phoenix Investment Counsel. The fund seeks long-term capital growth and current income from a balanced investment of stocks, bonds and money market securities. Under normal market circumstances, the fund invests at least 65% of its total assets in common stocks and fixed income securities of both U.S. and foreign issuers. The fund distributes dividends quarterly and capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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