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Virtus KAR Global Small-Cap P ARSPX

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%

Morningstar’s Analysis ARSPX

Will ARSPX outperform in future?

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

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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