The investment seeks long-term capital appreciation. The fund utilizes a rules based investment process and may invest in securities representing the approximately 130 sub-sectors of the primary sectors of the S&P 500� Index and/or cash equivalents (high-quality short-term securities). Allocations to each sub-sector are based on quantitative models. It has the flexibility to invest in any combination of the sub-sectors and high-quality short-term securities, or 100% in high-quality short-term securities. A relative strength momentum model is utilized to rank each sub-sector of the equity market.
Fund filings (PDF) »
Brendan Finneran (Started: Sep 7, 2016)
Robert Hofeman (Started: Sep 7, 2016)
Warun Kumar (Started: May 11, 2015)
Michael Davis (Started: Sep 7, 2016)
# Contact ?>
Virtus Opportunities Trust, 101 Munson Street, Greenfield, MA, 1301, USA