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Virtus NFJ Large-Cap Value P ALCPX

Quantitative rating as of
  • NAV / 1-Day Return 26.71  /  0.00
  • Total Assets 271.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.34%
  • Turnover 45%

Morningstar’s Analysis ALCPX

Will ALCPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Virtus NFJ Large-Cap Value P's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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