C
Virtus KAR Equity Income Fund Class A PDIAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
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Rating
Reward
Risk
Fund Information
Fund Type
Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
0
Minimum Subsequent Investment
Front End Fee
6
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Qualified Investment, Phone Exchange
Performance
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Beta
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30-Day Total Return
60-Day Total Return
90-Day Total Return
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Last Bear Market Total Return
Forward Dividend Yield
Price
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NAV
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Beta / Standard Deviation
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Standard Deviation
Company Information
Provider
Virtus
Manager/Tenure
(Years)
Richard Sherry (4)
Address
101 Munson Street
Greenfield MA - 01301
Country
United States
Phone Number
800-243-1574
Investment Strategy
The investment seeks capital appreciation and current income. The fund invests in a diversified portfolio of primarily mature high-quality U.S. companies, or companies with significant economic ties to the U.S., with high dividend yields. Under normal circumstances, the fund invests at least 80% of its assets in dividend paying equity securities. Generally, the fund invests in approximately 25 to 50 securities at any given time.