POICX Mutual Fund Price & Analysis

The Virtus Tactical Allocation Fund Class C (POICX) is a mutual fund that aims to provide investors with a diversified portfolio of assets through a tactical allocation strategy. This fund may invest in a variety of asset classes, including stocks, bonds, and cash equivalents, in order to achieve its investment objectives. The "Class C" designation indicates that this fund may have a higher expense ratio compared to other classes of the same fund, but may also offer lower initial investment requirements. Overall, the Virtus Tactical Allocation Fund Class C seeks to provide investors with long-term capital appreciation while managing risk through a flexible and actively managed approach.

POICX Mutual Fund Chart & Stats

Previous Close$11.51
Sub-CategoryTactical Allocation
Total Liabilities2.40M
Expense Ratio1.75%
Holding Count553
Brandvirtus equity trust
0.06 (0.53%)
CategoryBalanced
Total Assets668.42M
Shares OutstandingN/A
52-Week Range$9.30 - $11.86

Top 10 Holdings

Name
Weight %
Nvidia Corporation
5.46%
Visa Inc.
3.23%
Amazon.Com, Inc.
3.19%
Meta Platforms, Inc.
2.80%
Amphenol Corporation
2.31%
Fair Isaac Corporation
1.82%
Uber Technologies
1.77%
Trade Desk
1.60%
Marriott International
1.59%
Workday
1.56%
Total25.34%

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