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Morningstar

Virtus International S/C Instl ALOIX

Morningstar Analyst Rating
Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 27.77  /  1.63 %
  • Total Assets 50.8 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.17%
  • Turnover 131%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:19 AM GMT+00:00

Morningstar’s Analysis ALOIX

Will ALOIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALOIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ALOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ALOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Virtus International S/C Instl to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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