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Virtus International S/C Instl ALOIX

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%

Morningstar’s Analysis ALOIX

Will ALOIX outperform in future?

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

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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