PSTAX Rating, Research - Virtus Strategic Growth A

Virtus Strategic Growth A (pstax)

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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 = 233

Threats + Weaknesses = 120

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

Fund Management Team

Fund Description Update

Virtus Strategic Growth A (PSTAX) Description: PSTAX is a mutual fund, which is an investment that owns a basket of assets. The PSTAX 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 medium management tenure and is in the average fund size classification. PSTAXs minimum initial investment amount is $500 while the IRA minimum is $25. PSTAXs expense ratio is roughly 1%. The latest PSTAXs front end load was 6% and the back end load was 0%. The Virtus Strategic Growth A (PSTAX) mutual fund falls under the large-cap growth category. PSTAX focuses its investments in USA and PSTAX is not affiliated with a particular industry or fund sector. The Virtus Strategic Growth A (PSTAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find PSTAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of PSTAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize long-term growth. The fund invests normally at least 80% of net assets in domestic common stocks (see stock research). It invests primarily in common stocks (see stock research) of growth-oriented companies. Consistent with the funds objective and other policies, the fund may invest to a lesser extent in derivatives, including futures, forwards, options and swaps. The fund may also invest up to 20% of total assets in foreign securities (not including American Depositary Receipts, American Depositary Shares or U.S. dollar denominated securities of foreign issuers).

Management Analysis Update

Performance Analysis Update