About PQNAX
Virtus NFJ Mid-Cap Value Fund Class A is a mutual fund that primarily targets capital growth and income by investing in mid-capitalization companies. The fund follows a value-oriented strategy, seeking businesses at the crossroads of value, quality, and shareholder yield. Its approach centers on fundamental research, utilizing data analytics to identify companies with attractive valuations, strong competitive positions, and consistent financial performance. With a diversified portfolio across sectors such as financials, real estate, industrials, and utilities, the fund aims to offer balanced exposure to U.S. mid-sized firms. Portfolio characteristics highlight an average weighted market capitalization of around $22.9 billion and a broad sector allocation, with significant holdings in both defensive and cyclical industries. Managed by NFJ Investment Group, the fund emphasizes disciplined stock selection and shareholder-focused practices, making it a recognized participant in the mid-cap value segment of the equity market.
Fund Family Virtus
Category Mid-Cap Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PQNAX
Share Class A
Index Russell MidCap Value TR
PQNAX had a total return of 18.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.87%.
