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Virtus Balanced Allocation C (PBCIX)

On Feb 10: 11.83 USD  Up 0.09 (0.77%)  
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 VIRTUS BALANCED ALLOCATION CLAS Delayed quote dataEdit
Net Asset Value:11.83
Trade Time:Feb 10
Change:Up 0.09 (0.77%)
Prev Close:11.74
YTD Return*:15.29%
Net Assets*:500.00K
Yield*:1.32%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for PBCIX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:500.00K
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:15.29%
5y Avg Return:1.26%
Rank in Category (ytd):1077
% Rank in Category (ytd):90.96%
Beta (3y):0.93
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks current income and capital appreciation. The fund primarily invests in fixed income securities and equity securities. It may invest between 40% and 65% of assets in equity securities and at least 25% of assets in fixed income securities. The fund seeks to provide an overall return comprising between 40% and 65% of the return of the return of Russell 1000? Index and between 35% and 60% of the return of the Barclays Capital U.S. Aggregate Index.
Fund Profile


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