PALAX Mutual Fund

PALAX Mutual Fund (Virtus Global Allocation Fund Class A) is managed by Virtus Investment Partners with $39.9M in net assets. PALAX expense ratio is 0.77%, holding 265 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1998-09-30.

PALAX performance shows a YTD return of 8.13%. The 1-year return is 17.57% and the 5-year return is 5.51%. PALAX dividend yield stands at 5.70%, paid monthly.

PALAX top holdings include Virtus Nwflt Cor Pl Bnd-R6 (17.6%), Virtus Silvant Focused Growth R6 (15.8%), Virtus Us Dividend Etf (10.8%), Virtus Seix High Yield-R6 (9.6%), Virtus International Dividend Etf (8.9%). Go to all PALAX holdings, PALAX sectors, or PALAX dividends.

PALAX can be compared against other funds. Use PALAX overlap to find shared positions, or PALAX vs another fund for a side-by-side view. PALAX alternatives are available via the screener, along with tax-loss harvesting opportunities.