Virtus Duff & Phelps Real Estate Securities
Historical Performance
Objective And Strategy
ObjectiveCapital appreciation and income with approximately equal emphasis.
Strategy
Under normal circumstances, the series invests at least 80% of its assets in publicly traded real estate investment trusts (REITs) and companies that are principally engaged in the real estate industry.
Tax Inefficient Fund
Asset classes that make large ordinary income distributions or generate significant short term capital gains are tax inefficient. Asset classes that match this description include REITs, commodities funds and absolute return funds.
Principle Risks
N/A
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Real Estate05/1995