PHRIX Mutual Fund (Virtus Duff & Phelps Real Estate Securities Fund I) is managed by Virtus Investment Partners with $114.5M in net assets. PHRIX expense ratio is 0.99%, holding 31 positions across sectors including Real Estate, Industrials. Inception date: 2006-12-29.

PHRIX performance shows a YTD return of 22.99%. The 1-year return is 22.10% and the 5-year return is 3.89%. PHRIX dividend yield stands at 5.27%, paid quarterly.

PHRIX 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 PHRIX holdings, sector breakdown, or dividend history.

PHRIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHRIX alternatives are available via the screener, along with tax-loss harvesting opportunities.