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Virtus Opportunities Trust - Virtus FORT Trend Fund (VAPIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.170.00 (0.00%)
At close: 08:01PM EDT

Virtus Opportunities Trust - Virtus FORT Trend Fund

Greenfield MA 01301

101 Munson Street

Management information
,Lead manager since 31 December 2022
umit Kumar is a Portfolio Manager, a Managing Director since 2017 and the senior member of the Office of the Chief Investment Officer since 2018 at FORT. Mr. Kumar helps manage equity market neutral program at FORT, which he helped establish in 2008. He assists the founders in evaluating new strategies, increases the robustness of the infrastructure used to evaluate the work of the research team, and assists other departmental leaders in the development of firm infrastructure to implement new strategies. Prior to this role Mr. Kumar was the Chief Technology Officer, overseeing FORT’s IT infrastructure, actively designing and developing real-time securities trading and data analysis solutions, and overseeing the software development team. Prior to joining FORT in 2004, Mr. Kumar worked as a systems engineer at AT&T Labs. Mr. Kumar received an MS in industrial and management engineering from Montana State University, Bozeman and a Bachelor of Technology degree in industrial engineering from the Indian Institute of Technology, Kharagpur.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySystematic Trend
Fund familyVirtus
Net assets93.07M
YTD return-3.23%
Yield0.00%
Morningstar rating★
Inception date30 Jun 2010

Fund operations

Last dividend0.08
Last cap gain-324.00
Holdings turnover0.00%
Average for categoryN/A

Fees and expenses

ExpenseVAPIXCategory average
Annual report expense ratio (net)1.35%1.68%
Prospectus net expense ratio1.35%N/A
Prospectus gross expense ratio1.34%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.64%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A