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Virtus Tactical Allocation Fund Class C: (MF: POICX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:59 PM ET

$9.40 USD

-0.01 (-0.11%)

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 -0.69 98
3 months -1.21 96
6 months -2.00 99
1 Year 3.39 98
3 Year 11.37 36
5 Year 1.95 99
10 Year 7.79 44

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 53.52
Bear Market (10/07 - 2/09) -31.63
Bull Market (2/09 - 3/21) 280.61

Load Adjusted Returns as of Feb 28, 2026

1 Year 4.88
5 Year 1.86
10 Year 7.30
Since Inception 4.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.60 8.10 -0.36 -1.03
2024 7.57 0.21 6.32 -0.93
2023 7.39 5.82 -3.63 10.89
2022 -12.14 -19.76 -4.01 4.89
2021 -2.13 6.40 0.42 1.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.695.9413.5521.45-29.025.7630.5027.64-8.0119.011.17
% Total Return Rel to Index -1.15-12.27-11.47-4.78-10.82-22.9112.10-3.84-3.62-2.78-10.76
% Total Return Rel to Peer -1.80-5.464.5910.33-17.65-4.3422.8613.32-2.628.16-4.31
% Perf Quintile vs Peer* 5.005.000.001.005.004.001.001.005.001.004.00
% Dividends 0.000.140.080.050.020.020.010.030.060.070.08
% Yield 0.001.270.691.200.240.140.080.270.710.800.97
Capital Gains ($) 0.001.301.230.080.580.900.200.130.220.090.69
Expense Ratio 0.001.751.751.751.761.771.831.912.042.142.07

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