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Virtus AllianzGI Focused Growth P AOGPX

Analyst rating as of
NAV / 1-Day Return
56.94  /  0.65 %
Total Assets
1.5 Bil
Adj. Expense Ratio
0.710%
Expense Ratio
0.710%
Fee Level
Average
Longest Manager Tenure
5.72 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
50%
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Morningstar’s Analysis

Will AOGPX outperform in future?

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

Manager Departure on Virtus AllianzGI Focused Growth Does Not Affect Ratings

Analyst

Analyst Note

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Virtus AllianzGI Focused Growth’s newest comanager, Nina Gupta, abruptly resigned from subadvisor AllianzGI and is no longer a manager on this strategy effective Aug. 4, 2021. Gupta’s surprising departure continues an unwelcome pattern of manager churn on this strategy; she’s the eighth manager to depart since 2009. However, her involvement here was limited--she’d been a comanager for just four months--so her departure does not affect the strategy’s Average People rating or Morningstar Analyst Rating of Neutral.

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