Nasdaq - Delayed Quote USD

Virtus Duff & Phelps Global Infras A (PGUAX)

14.96 0.00 (0.00%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 14.96
  • YTD Return 11.77%
  • Expense Ratio 1.30%
  • Category Infrastructure
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 145.79M
  • Beta (5Y Monthly) 0.93
  • Yield 1.86%
  • 5y Average Return --
  • Holdings Turnover 26.00%
  • Last Dividend 0.23
  • Inception Date Dec 30, 2004

The fund invests globally in infrastructure companies involved in the energy, utility, transportation, and communications industries. Under normal market conditions, it invests at least 80% of its assets in dividend paying equity securities of infrastructure companies that are located in three or more countries, one of which will be the United States. Under normal market conditions, the fund will invest at least 25% of its assets in securities of U.S. issuers.

Virtus

Fund Family

Infrastructure

Fund Category

145.79M

Net Assets

2004-12-30

Inception Date

Performance Overview: PGUAX

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Trailing returns as of 11/6/2024. Category is Infrastructure.

YTD Return

PGUAX
11.77%
Category
7.59%
?

1-Year Return

PGUAX
25.81%
Category
24.23%
?

3-Year Return

PGUAX
2.25%
Category
8.99%
?

5-Year Return

PGUAX
3.92%
Category
7.01%
?

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Holdings: PGUAX

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Top 10 Holdings (40.85% of Total Assets)

SymbolCompany% Assets
AENA.MC
Aena S.M.E., S.A. 6.33%
NEE
NextEra Energy, Inc. 6.17%
AMT
American Tower Corporation 5.27%
UNP
Union Pacific Corporation 4.35%
NG.L
National Grid plc 3.84%
SRE
Sempra 3.62%
NSC
Norfolk Southern Corporation 3.20%
SO
The Southern Company 2.76%
FHZN.SW
Flughafen Zürich AG 2.75%
LNG
Cheniere Energy, Inc. 2.55%

Sector Weightings

Recent News: PGUAX

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Research Reports: PGUAX

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