PHRAX Rating, Research - Virtus Real Estate Securities A

Virtus Real Estate Securities A (phrax)

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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 = 52

Threats + Weaknesses = 22

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

Fund Management Team

Fund Description Update

Virtus Real Estate Securities A (PHRAX) Description: PHRAX is a mutual fund, which is an investment that owns a basket of assets. The PHRAX 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 long management tenure and is in the large fund size classification. PHRAXs minimum initial investment amount is $500 while the IRA minimum is $25. PHRAXs expense ratio is roughly 2%. The latest PHRAXs front end load was 6% and the back end load was 0%. The Virtus Real Estate Securities A (PHRAX) mutual fund falls under the real estate category. PHRAX focuses its investments in USA and PHRAX is focused on the financial industry or fund sector. The Virtus Real Estate Securities A (PHRAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PHRAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PHRAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund mainly invests in common stocks (see stock research) of "small-cap" and "mid-cap" companies. Under normal market conditions, it invests at least 80% of net assets, including any borrowings for investment purposes, in securities of companies having a market capitalization in the range of the Russell 2500TM Index. Although the fund mainly invests in U.S. companies, it can invest in securities issued by companies or governments in any country, including in developing or emerging market countries.

Management Analysis Update

Performance Analysis Update