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Morningstar

Virtus KAR Global Small-Cap P ARSPX

Morningstar Analyst Rating
Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 35.92  /  0.83 %
  • Total Assets 63.3 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.290%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 90%

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

Morningstar’s Analysis ARSPX

Will ARSPX 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 ARSPX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARSPX 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 ARSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Virtus KAR Global Small-Cap P's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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