PHRAX Mutual Fund (Virtus Duff & Phelps Real Estate Securities Fund A) is managed by Virtus Investment Partners with $91.0M in net assets. PHRAX expense ratio is 1.24%, holding 31 positions across sectors including Real Estate, Industrials. Inception date: 1995-03-01.

PHRAX performance shows a YTD return of 22.99%. The 1-year return is 21.72% and the 5-year return is 3.64%. PHRAX dividend yield stands at 5.00%, paid quarterly.

PHRAX 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 PHRAX holdings, sector breakdown, or dividend history.

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