Virtus Growth & Income I
The investment seeks capital appreciation and current income.
The fund seeks to achieve its investment objective by investing in ETFs, and/or securities representing the S&P 500® Index and the primary sectors of the S&P 500® Index including consumer discretionary, consumer staples, energy, financials, healthcare, industrials, materials, technology, and utilities. It will also invest in ETFs representing market segments that include low volatility and high beta securities. Allocations are based on a proprietary rule-based momentum model that looks to overweight, those sectors and market segments that experienced stronger recent relative-performance.