Virtus Investment Trust
About this Fund
Virtus Investment Trust is a renowned mutual fund company that has been at the forefront of asset management, offering a diverse range of investment solutions to cater to the varied needs of its clients. With a strong focus on delivering exceptional wealth management services, the company has established itself as a trusted partner for investors seeking to create and manage their investment portfolios. Virtus Investment Trust's comprehensive suite of mutual funds encompasses a broad spectrum of investment options, including equity, debt, hybrid, and money market funds, thereby providing investors with the flexibility to choose the most suitable investment vehicle that aligns with their individual financial goals and risk tolerance. The company's investment approach is centered around a rigorous research-driven process, which enables its experienced team of portfolio managers to identify and capitalize on lucrative investment opportunities, thereby generating consistent returns for its clients. By adopting a disciplined and long-term approach to investment management, Virtus Investment Trust has been able to build a loyal client base, comprising individual investors, institutions, and financial intermediaries, who appreciate the company's unwavering commitment to delivering superior investment performance and exceptional client service. For investors seeking to invest in a systematic and disciplined manner, Virtus Investment Trust offers a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility and enabling them to benefit from the power of compounding. The company's key strengths lie in its ability to offer a broad range of investment products, its experienced team of investment professionals, and its robust risk management framework, which has been designed to protect investors' assets and ensure that their investments are aligned with their stated objectives. As a result, Virtus Investment Trust has earned the trust of its clients, who value the company's transparency, accountability, and dedication to delivering outstanding investment results, and has established itself as a leading player in the mutual fund industry, with a reputation for excellence in asset management and wealth management. By leveraging its extensive expertise and experience in investment management, Virtus Investment Trust continues to innovate and expand its product offerings, ensuring that its clients have access to a wide range of investment solutions that cater to their evolving needs and preferences, and providing them with the tools and resources they need to achieve their long-term financial goals. With its strong foundation, proven track record, and commitment to excellence, Virtus Investment Trust remains a trusted and preferred choice for investors seeking to create and manage their investment portfolios, and is well-positioned to continue delivering exceptional investment results and outstanding client service to its clients.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | C Citigroup Inc Since 2026-05-10 | 172967424 | Equity (Common) |
2.34%
|
$11.31 | 96,913 |
| 2 | TMO Thermo Fisher Scientific Inc Since 2026-05-10 | 883556102 | Equity (Common) |
0.99%
|
$4.78 | 8,251 |
| 3 | CRM Salesforce Inc Since 2026-05-10 | 79466L302 | Equity (Common) |
2.77%
|
$13.35 | 50,394 |
| 4 | UPS United Parcel Service Inc Since 2026-05-10 | 911312106 | Equity (Common) |
0.96%
|
$4.62 | 46,555 |
| 5 | SWK Stanley Black & Decker Inc Since 2026-05-10 | 854502101 | Equity (Common) |
3.05%
|
$14.73 | 198,362 |
| 6 | JPM JPMorgan Chase & Co Since 2026-05-10 | 46625H100 | Equity (Common) |
1.36%
|
$6.57 | 20,402 |
| 7 | BLK Blackrock Inc Since 2026-05-10 | 09290D101 | Equity (Common) |
1.86%
|
$8.99 | 8,401 |
| 8 | NTR Nutrien Ltd Since 2026-05-10 | 67077M108 | Equity (Common) |
2.01%
|
$9.70 | 157,170 |
| 9 | PAAS Pan American Silver Corp Since 2026-05-10 | 697900108 | Equity (Common) |
1.58%
|
$7.65 | 147,601 |
| 10 | GOOG Alphabet Inc Since 2026-05-10 | 02079K305 | Equity (Common) |
3.93%
|
$18.96 | 60,573 |
| 11 | MRVL Marvell Technology Inc Since 2026-05-10 | 573874104 | Equity (Common) |
3.95%
|
$19.07 | 224,420 |
| 12 | OKE ONEOK Inc Since 2026-05-10 | 682680103 | Equity (Common) |
0.82%
|
$3.94 | 53,657 |
| 13 | PFE Pfizer Inc Since 2026-05-10 | 717081103 | Equity (Common) |
2.97%
|
$14.35 | 576,245 |
| 14 | CBU Community Financial System Inc Since 2026-05-10 | 203607106 | Equity (Common) |
2.09%
|
$10.11 | 175,953 |
| 15 | UHS Universal Health Services Inc Since 2026-05-10 | 913903100 | Equity (Common) |
1.24%
|
$5.98 | 27,441 |
| 16 | MGA Magna International Inc Since 2026-05-10 | 559222401 | Equity (Common) |
1.08%
|
$5.19 | 97,360 |
| 17 | INTU Intuit Inc Since 2026-05-10 | 461202103 | Equity (Common) |
1.55%
|
$7.49 | 11,309 |
| 18 | FFIN First Financial Bankshares Inc Since 2026-05-10 | 32020R109 | Equity (Common) |
0.87%
|
$4.22 | 141,229 |
| 19 | INDB Independent Bank Corp Since 2026-05-10 | 453836108 | Equity (Common) |
1.10%
|
$5.29 | 72,353 |
| 20 | RGLD Royal Gold Inc Since 2026-05-10 | 780287108 | Equity (Common) |
2.56%
|
$12.35 | 55,575 |
| 21 | ABBV AbbVie Inc Since 2026-05-10 | 00287Y109 | Equity (Common) |
1.82%
|
$8.80 | 38,522 |
| 22 | LUV Southwest Airlines Co Since 2026-05-10 | 844741108 | Equity (Common) |
0.69%
|
$3.35 | 81,112 |
| 23 | ES Eversource Energy Since 2026-05-10 | 30040W108 | Equity (Common) |
1.85%
|
$8.94 | 132,743 |
| 24 | EQIX Equinix Inc Since 2026-05-10 | 29444U700 | Equity (Common) |
2.11%
|
$10.20 | 13,314 |
| 25 | NEE NextEra Energy Inc Since 2026-05-10 | 65339F101 | Equity (Common) |
3.81%
|
$18.37 | 228,856 |