Virtus AlphaSimplex Managed Futures Strategy FundAMFAX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Alternative
Net assets
$951.0M
Expense ratio
1.70%
1-year return
+3.4%
3 years, a year
-33.5%
5 years, a year
—
Holdings
145

What it aims to do.

The fund pursues an absolute return strategy that seeks to provide capital appreciation.

Top 10 holdings.

Holding% of fund
Dreyfus Government Cash Management Funds7.41%
Skandinaviska Enskilda Banken AB (publ)4.82%
Bank Of Montreal Chicago Branch4.21%
United States Treasury Bills4.20%
MUFG Bank Ltd New York Branch3.63%
Royal Bank of Canada New York Branch3.37%
Westpac Banking Corp New York Branch3.37%
DG Bank New York Branch3.15%
Sumitomo Mitsui Trust Bank Ltd New York Branch3.15%
Toronto Dominion Bank New York Branch2.84%

More on AMFAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.