| No headlines available for PSWAX. |
| | | Morningstar Overall Rating: |  | | Total Assets: | 19.32M | | Category: | Long-Short | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 20.73% | | 5y Avg Return: | 2.10% | | Rank in Category (ytd): | 25 | | % Rank in Category (ytd): | 12.76% | | Beta (3y): | -7.55 | | Morningstar Risk Rating: | Above average |
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| The investment seeks long-term capital appreciation and current income. The fund normally allocates assets among underlying affiliated mutual funds to achieve a target allocation mix of approximately 75% of assets in underlying ETFs that seek to track the AlphaSectorSM Rotation Index (?ASRX? or ?Index?), a public index published by NASDAQ, and approximately 25% of assets in the Virtus Bond Fund. It may also invest in high-quality, short-term securities. The fund is nondiversified. | | | Fund Profile |
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