AWTCX Mutual Fund
AWTCX Mutual Fund
AWTCX Mutual Fund
Virtus Duff & Phelps Water Fund Class C
AWTCX Mutual Fund Overview
AWTCX Mutual Fund (Virtus Duff & Phelps Water Fund Class C) is managed by Virtus Investment Partners with $16.9M in net assets. AWTCX expense ratio is 1.97%, holding 39 positions across sectors including Industrials, Utilities, Materials. Inception date: 2008-03-31.
AWTCX performance shows a YTD return of -4.70%. The 1-year return is -5.85% and the 5-year return is 0.47%. AWTCX dividend yield stands at 0.07%.
AWTCX top holdings include Veralto Corp (7.4%), Xylem,Inc. (7.2%), Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp American Depositary Shares (Each Repstg 250 Common Shares) (5.9%), American Water Works Co. Inc. (5.7%), Ecolab, Inc. (5.2%). Go to all AWTCX holdings, AWTCX sectors, or AWTCX dividends.
AWTCX can be compared against other funds. Use AWTCX overlap to find shared positions, or AWTCX vs another fund for a side-by-side view. AWTCX alternatives are available via the screener, along with tax-loss harvesting opportunities.