While Virtus AllianzGI Global Allocation’s vast resources and affordable price provide a solid foundation, its recent manager turnover and shifting portfolio composition keep its Morningstar Analyst Rating at Neutral across all share classes.
Will AGAPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AGAPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AGAPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AGAPX’s parent organization’s priorities and whether they’re in line with investors’ interests.