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Virtus Global Allocation Fund Institutional: (MF: PALLX)

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

$11.22 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    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.29 17
3 months 6.54 15
6 months 11.81 14
1 Year 22.11 19
3 Year 12.98 54
5 Year 7.07 49
10 Year 7.89 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 94.88
Bear Market (10/07 - 2/09) -36.62
Bull Market (2/09 - 3/21) 313.08

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.89
5 Year 5.78
10 Year 7.08
Since Inception 6.31

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.29 8.51 4.68 4.08
2024 2.92 0.19 6.64 -2.94
2023 5.81 2.07 -5.38 9.53
2022 -6.74 -9.90 -6.16 7.25
2021 1.01 5.36 -0.31 4.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.2917.896.7311.93-15.4311.2014.1418.32-8.5416.923.68
% Total Return Rel to Index 1.37-0.32-18.28-14.302.76-17.47-4.25-13.16-4.15-4.86-8.25
% Total Return Rel to Peer 0.573.38-3.17-1.22-2.46-0.303.461.12-2.053.46-2.59
% Perf Quintile vs Peer* 2.002.000.004.003.003.002.003.004.003.005.00
% Dividends 0.090.290.210.280.120.260.200.240.210.420.25
% Yield 0.382.351.922.651.272.031.672.051.943.282.19
Capital Gains ($) 0.000.530.120.000.470.840.530.880.440.650.00
Expense Ratio 0.000.290.290.290.290.310.290.360.330.400.40

* 1 = Top 20%, 5 = Bottom 20%