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Virtus Balanced B (PBCBX)

On Feb 10: 11.90 USD  Up 0.11 (0.93%)  
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 VIRTUS BALANCED FUND CLASS B Delayed quote dataEdit
Net Asset Value:11.90
Trade Time:Feb 10
Change:Up 0.11 (0.93%)
Prev Close:11.90
YTD Return*:20.56%
Net Assets*:5.55M
Yield*:1.92%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for PBCBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:5.55M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:20.56%
5y Avg Return:1.54%
Rank in Category (ytd):722
% Rank in Category (ytd):60.98%
Beta (3y):1.03
Morningstar Risk Rating:Average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks reasonable income, long-term growth of capital, and conservation of capital. The fund normally invests at least 65% of total assets in common stocks and fixed income securities of both U.S. and foreign issuers. It generally invests approximately 60% in equity securities and 40% in fixed income securities.
Fund Profile


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