The investment seeks long-term capital appreciation. The fund pursues long-term capital appreciation in the small capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500� Index. It invests at least 80% of its assets in common stocks of small capitalization companies. The fund's subadviser considers small capitalization companies for this purpose to be those companies that, at the time of initial purchase, have market capitalizations within the range of companies included in the Russell 2000� Growth Index. Generally, it invests in approximately 20 to 35 securities at any given time.
Fund filings (PDF) »
Todd Beiley (Started: Apr 14, 2008)
Jon Christensen (Started: Feb 25, 2009)
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Virtus Opportunities Trust, 101 Munson Street