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VIRTUS OPPORTUNITIES TRUST

CIK: 0001005020 Equity
Report date: 2026-06-01
AUM $126M
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-06-01

Holdings

From latest SEC N-PORT filing · US-listed stocks only

20 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 LYV Live Nation Entertainment Inc Since 2026-07-07 53803HAY6 LON
0.25%
$0.31 314,212
2 ROCK Gibraltar Industries, Inc. Since 2026-07-07 LON
0.21%
$0.27 272,308
3 OGN Organon & Co Since 2026-07-07 68622TAA9 Debt
0.28%
$0.35 360,000
4 ALKS Alkermes Inc Since 2026-07-07 LON
0.23%
$0.29 290,000
5 PLTK Playtika Holding Corp Since 2026-07-07 72814CAF5 LON
0.68%
$0.86 917,755
6 KRMN Karman Holdings LLC Since 2026-07-07 48571CAD3 LON
0.10%
$0.12 124,688
7 AMRX Amneal Pharmaceuticals LLC Since 2026-07-07 03167DAS3 LON
0.21%
$0.27 264,338
8 SSNC SS&C Technologies Holdings, Inc. Since 2026-07-07 78466DBJ2 LON
0.78%
$0.98 983,705
9 GTN.A Gray Media Inc. Since 2026-07-07 389375AP1 Debt
0.16%
$0.20 195,000
10 DXPE DXP Enterprises Inc Since 2026-07-07 23338DAS5 LON
0.47%
$0.59 586,055
11 CZR Caesars Entertainment, Inc. Since 2026-07-07 12768EAG1 LON
0.44%
$0.55 571,050
12 CMCO Columbus McKinnon Corporation Since 2026-07-07 19933MAS2 LON
0.14%
$0.18 176,605
13 WOOF Petco Health and Wellness Company Inc Since 2026-07-07 71601HAG1 LON
0.19%
$0.24 250,000
14 HOLX Hologic, Inc. Since 2026-07-07 LON
0.44%
$0.56 565,000
15 AMTM Amentum Holdings LLC Since 2026-07-07 02351XAB4 LON
0.54%
$0.68 683,249
16 ENR Energizer Holdings Inc Since 2026-07-07 29267YAW2 LON
0.11%
$0.14 142,056
17 GTN.A Gray Media Inc. Since 2026-07-07 389375AN6 Debt
0.09%
$0.11 110,000
18 VSAT Viasat Inc Since 2026-07-07 92555WAD7 LON
0.57%
$0.72 717,406
19 BLCO Bausch & Lomb Corporation Since 2026-07-07 LON
0.38%
$0.48 481,338
20 ROAD Construction Partners Inc Since 2026-07-07 21043XAH5 LON
0.78%
$0.98 983,243
Frequently Asked Questions — VIRTUS OPPORTUNITIES TRUST
What type of mutual fund is VIRTUS OPPORTUNITIES TRUST?
VIRTUS OPPORTUNITIES TRUST is a SEC-registered Equity fund, with $126M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, VIRTUS OPPORTUNITIES TRUST holds 20 portfolio positions, all detailed in the holdings table on this page.
What are VIRTUS OPPORTUNITIES TRUST's assets under management (AUM)?
VIRTUS OPPORTUNITIES TRUST has $126M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are VIRTUS OPPORTUNITIES TRUST's top holdings?
According to VIRTUS OPPORTUNITIES TRUST's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Live Nation Entertainment Inc, Gibraltar Industries, Inc., Organon & Co , among others. The complete list of all 20 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is VIRTUS OPPORTUNITIES TRUST's expense ratio?
Expense ratio data for VIRTUS OPPORTUNITIES TRUST is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find VIRTUS OPPORTUNITIES TRUST's SEC filings?
VIRTUS OPPORTUNITIES TRUST is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001005020. You can access all of VIRTUS OPPORTUNITIES TRUST's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001005020). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is VIRTUS OPPORTUNITIES TRUST's holdings data on StockSifting?
Holdings data for VIRTUS OPPORTUNITIES TRUST on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.