Virtus InfraCap U.S. Preferred Stock
Performance by timeframe
Key stats
Fund overview
Fund profile data from fundamentals.
Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. preferred stock, and in derivatives and other instruments that have economic characteristics similar to such investments. The Sub-Adviser actively manages the fund's assets pursuant to a variety of quantitative, qualitative and relative valuation factors. The fund is non-diversified.
Exposure breakdown
Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.
Asset allocation
Sectors
Regions
Market cap mix
Fixed income
Top holdings
Top holdings show which underlying securities drive the fund most.
Performance & risk
Historical return and risk indicators over fixed windows.
Returns
Risk
Portfolio characteristics
Fund concentration and composition metrics from source fields.
Overview
Details
Instrument metadata and source update timestamps.
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