PDIAX Rating, Research - Virtus Growth & Income A

Virtus Growth & Income A (pdiax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 82

Threats + Weaknesses = 59

When strengths & opportunities substantially exceed threats & weaknesses an investment in the pdiax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Virtus Growth & Income A (PDIAX) Description: PDIAX is a mutual fund, which is an investment that owns a basket of assets. The PDIAX mutual fund was provided by Virtus and this investment vehicle derives the majority of its value from equity holdings (stocks). Virtuss mutual fund has a short management tenure and is in the small fund size classification. PDIAXs minimum initial investment amount is $500 while the IRA minimum is $25. PDIAXs expense ratio is roughly 1%. The latest PDIAXs front end load was 6% and the back end load was 0%. The Virtus Growth & Income A (PDIAX) mutual fund falls under the large-cap mixed category. PDIAX focuses its investments in USA and PDIAX is not affiliated with a particular industry or fund sector. The Virtus Growth & Income A (PDIAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PDIAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PDIAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital; current income is secondary consideration. The fund invests primarily in common stocks (see stock research), including dividend-paying stocks (see stock research), of well-established U.S. companies that are undervalued. It does not limit investments to companies of any particular size, and may invest in securities of companies with small to large capitalizations.

Management Analysis Update

Performance Analysis Update