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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.55% -0.07% 15.77M 1431.87
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
5.12% 67.00% -827192.0 Upgrade

Basic Info

Investment Strategy
The Fund seeks investment results that correspond, before fees and expenses, to the price and yield performance of the underlying index. The Fund will invest not less than 80% of real assets classified under real estate, limited partnerships, American depositary receipts, and global depositary receipts.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
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--
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--
--
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
-5.85%
24.36%
-9.99%
6.13%
2.62%
9.56%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.98%
-9.98%
15.54%
-11.11%
18.03%
-7.73%
10.34%
3.80%
16.55%
-18.29%
63.81%
30.32%
-22.31%
-35.13%
-1.79%
-1.12%
59.50%
-5.77%
18.57%
-14.88%
16.49%
-3.87%
11.51%
10.05%
3.95%
As of December 05, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.73%
Stock 81.32%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 15.95%
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Basic Info

Investment Strategy
The Fund seeks investment results that correspond, before fees and expenses, to the price and yield performance of the underlying index. The Fund will invest not less than 80% of real assets classified under real estate, limited partnerships, American depositary receipts, and global depositary receipts.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset USD Flexible - US
Peer Group Flexible Portfolio Funds
Global Macro --
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Flexible Portfolio Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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