16 Water Stocks and Funds to Consider
Not all water funds are in the same boat. A quick guide to investing in water solutions.
Virtus
Virtus Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
50.41 BilInvestment Flows (TTM)
−6.75 BilAsset Growth Rate (TTM)
−13.58%# of Share Classes
286| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 25 | ||
| 83 | ||
| 87 | ||
| 63 | ||
| 20 | ||
| Not Rated | 8 |
|
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Virtus Westchester Credit Event Fd A | 3 | |
| Virtus KAR Small-Cap Core A | 4 | |
| Virtus KAR Emerging Markets Small-Cap A | 15 | |
| Virtus KAR Mid-Cap Core A | 18 | |
| Virtus Westchester Credit Event Fd I | 1 |
Market
US ETFsTotal Net Assets
1.90 BilInvestment Flows (TTM)
440.43 MilAsset Growth Rate (TTM)
34.55%# of Share Classes
17| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 1 | ||
| 5 | ||
| 3 | ||
| 2 | ||
| 3 | ||
| Not Rated | 3 |
|
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Virtus Reaves Utilities ETF | 1 | |
| Virtus Seix Senior Loan ETF | 9 | |
| Virtus Newfleet Multi-Sect Bd ETF | 31 | |
| Virtus WMC International Dividend ETF | 35 | |
| Virtus Newfleet ABS/MBS ETF | — |
Morningstar Mentions
Why Vanguard High Dividend Yield Index Earned an Upgrade to Gold
Also, JPMorgan Government Bond earns a People rating upgrade and two Virtus funds receive People rating downgrades.
This Well-Built Team Earns an Upgrade
GQG Partners’ global equity team earns a High People rating, plus Vanguard, Baird, and JPMorgan highlights.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank