PHRCX Mutual Fund
PHRCX Mutual Fund
Virtus Duff & Phelps Real Estate Securities Fund C

PHRCX Mutual Fund Overview
PHRCX Mutual Fund (Virtus Duff & Phelps Real Estate Securities Fund C) is managed by Virtus Investment Partners with $2.8M in net assets. PHRCX expense ratio is 1.99%, holding 31 positions across sectors including Real Estate, Industrials. Inception date: 2003-07-25.
PHRCX performance shows a YTD return of 22.95%. The 1-year return is 20.84% and the 5-year return is 2.89%. PHRCX dividend yield stands at 4.32%, paid quarterly.
PHRCX top holdings include Welltower Inc (11.1%), Prologis Inc (10.2%), Equinix Inc. Real Estate Investment Trust (8.8%), Digital Realty Trust Inc. (5.8%), Ventas, Inc. (4.5%). View all PHRCX holdings, sector breakdown, or dividend history.
PHRCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.