VGSCX

About VGSCX

Virtus Duff & Phelps Global Real Estate Securities Fund Class C is an open-end mutual fund that provides investors with diversified exposure to global real estate securities. Its primary objective is to deliver attractive long-term returns by investing in companies whose revenues are predominantly derived from recurring rental income, with a focus on high-quality commercial real estate owners and operators. The fund employs a disciplined, bottom-up investment approach that combines both qualitative and quantitative analysis, targeting businesses with stable cash flows and strong management teams prioritizing long-term value creation. Notably, it emphasizes real estate investment trusts (REITs) and real estate operating companies from various developed and emerging markets, promoting geographic and sectoral diversification within a typically high-conviction, lower-turnover portfolio of 50-70 holdings. By offering exposure to global real estate, the fund aims to enhance portfolio diversification for investors, given the historically lower correlation of the asset class to traditional stocks and bonds, and seeks to manage risk through a focus on companies with contractual rental income streams and lower volatility characteristics. The fund is managed by Duff & Phelps Investment Management Co., a well-established firm with expertise in listed real assets since 1932.