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Virtus Global Allocation Fund Cl A: (MF: PALAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:45 PM ET

$11.35 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for PALAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Fund Description

The fund was incepted in September 1998 and is managed by PIMCO Advisors Fund Management LLC. The fund seeks long-term capital appreciation and current income. The fund invests 60% of its assets in Underlying Stock Funds and 40% in Underlying Bond Funds. The fund may invest all its assets in underlying funds, in specified equity and fixed income ranges among the underlying fund and in any or all of the funds. Dividends are distributed quarterly. Capital gains are distributed annually.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Virtus Global Allocation A PALAX 5.50 NA 0.00 0.25 0.10 0.52

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Allianz Global Core Allocation Ins PALLX 11.44 9/30/1998 3.15 22.11 12.98 7.07
Allianz Global Core Allocation A PALAX 11.35 9/30/1998 2.80 21.88 12.76 6.83

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Virtus Global Allocation A PALAX 2500 100 100 M

Contact Information

Family Virtus Funds
Address 100 Pearl St., 9th Fl.
Hartford, CT 06103
Phone 800 243-1574