Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Vontobel Mutual Funds
View all of Vontobel’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Vontobel Mutual Funds List
1 to 9 of 9 Results
|
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Portfolio ESG Risk Rating
|
Total Return
YTD
|
Total Return Rank in Category (Day End)
YTD, Day End
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Vontobel U.S. Equity Fund Y Shares | VNUYX | Large Blend | −8.89% | 100 | 0.600% | Below Average | Institutional | $1,000 | ||
| Vontobel U.S. Equity Fund Institutional Shares | VNUIX | Large Blend | −8.38% | 100 | 0.500% | Below Average | Institutional | $5M | ||
| Vontobel U.S. Equity Fund A Shares | VNUAX | Large Blend | −8.99% | 100 | 0.900% | Above Average | No Load | $0 | ||
| Vontobel International Equity Fund A Shares | VNIAX | Foreign Large Growth | — | −1.64% | 86 | 0.870% | Average | No Load | $2,500 | |
| Vontobel Global Equity Fund Institutional Shares | VNGIX | Global Large-Stock Growth | — | −4.91% | 93 | 0.580% | Low | Institutional | $1M | |
| Vontobel International Equity Y Share | VNIYX | Foreign Large Growth | — | −1.33% | 86 | 0.620% | Below Average | Institutional | $50,000 | |
| Vontobel International Equity Fund Institutional Shares | VNIIX | Foreign Large Growth | — | −1.13% | 85 | 0.600% | Low | Institutional | $100,000 | |
| Vontobel Global Equity Fund A Shares | VNGAX | Global Large-Stock Growth | — | −5.13% | 94 | 0.920% | Average | No Load | $0 | |
| Vontobel Global Equity Fund Y Shares | VNGYX | Global Large-Stock Growth | — | −4.70% | 93 | 0.580% | Low | No Load | $1,000 |
Vontobel Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank
United States