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Virtus Rampart Sector Trend Fund

PWBAX:US
NASDAQ GM
13.02
USD
0.05
0.38%
As of 2/21/2018
Fund Type
Open-End Fund
52Wk Range
11.23 - 13.80
1 Yr Return
14.44%
YTD Return
1.88%
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Previous Close
13.07
52Wk Range
11.23 - 13.80
1 Yr Return
14.34%
YTD Return
1.88%
Fund Type
Open-End Fund
Objective
Blend Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/21/2018)
13.02
Total Assets (m USD) (on 02/22/2018)
262.153
Inception Date
08/01/2003
Last Dividend (on 12/28/2017)
0.116
Dividend Indicated Gross Yield
1.78%
Fund Managers
AMY L ROBINSON / WARUN KUMAR
Front Load Fee
5.75%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.45%
Expense Ratio
1.07%

Top Fund Holdings

Name Position Value % of Fund
7.71 k 9.02 m 3.33
46.84 k 7.93 m 2.93
30.50 k 6.05 m 2.23
69.68 k 5.96 m 2.20
55.00 k 5.88 m 2.17
154.61 k 4.56 m 1.68
70.18 k 4.26 m 1.57
22.43 k 4.25 m 1.57
21.58 k 3.81 m 1.41
90.22 k 3.61 m 1.33
Profile
Virtus Rampart Sector Trend Fund seeks long-term capital appreciation by utilizing a rules based investment process and may invest in securities representing the primary sectors of the S&P 500 Index and/or cash equivalents. The Fund has the flexibility to invest in any combination of the sectors and high-quality short-term securities, or in high-quality short-term securities.
Address
Virtus Opportunities Trust
101 Munson Street
Greenfield, Massachusetts 01301
Phone
1-800-243-1574