Virtus Dfa 2040 Fund Quote
| VTARX Fund | USD 11.24 0.04 0.35% |
PerformanceMild
| Odds Of DistressLow
|
Virtus Dfa is trading at 11.24 as of the 20th of September 2025; that is 0.35% down since the beginning of the trading day. The fund's open price was 11.28. Virtus Dfa has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of June 2025 and ending today, the 20th of September 2025. Click here to learn more.
The fund invests in U.S. equity, non-U.S. equity and fixed income securities using a tactical allocation approach. Generally, the following percentages apply 25 percent to 60 percent invested in U.S. equity securities, 5 percent to 30 percent invested in non-U.S. More on Virtus Dfa 2040
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Virtus, Large Growth, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2025 |
Virtus Dfa 2040 [VTARX] is traded in USA and was established 20th of September 2025. Virtus Dfa is listed under Virtus category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Virtus family. This fund at this time has accumulated 1.64 M in net assets with no minimum investment requirementsVirtus Dfa 2040 is currently producing year-to-date (YTD) return of 7.21% with the current yeild of 0.02%, while the total return for the last 3 years was 11.88%.
Check Virtus Dfa Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Dfa 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Dfa 2040 Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| TTD | Trade Desk | Stock | Information Technology | |
| PAYC | Paycom Soft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NFLX | Netflix | Etf | Communication Services | |
| FB | ProShares Trust ProShares | Etf | Internet Content & Information | |
| DFUSX | Us Large Pany | Mutual Fund | Large Blend | |
| DFIEX | International E Equity | Mutual Fund | Foreign Large Blend |
Virtus Dfa 2040 Risk Profiles
| Mean Deviation | 0.3436 | |||
| Semi Deviation | 0.2872 | |||
| Standard Deviation | 0.4362 | |||
| Variance | 0.1903 |
Virtus Dfa Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Dfa financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Dfa security.
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