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Virtus AllianzGI Global Small-Cap P ARSPX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
56.60  /  0.18 %
Total Assets
96.6 Mil
Adj. Expense Ratio
1.380%
Expense Ratio
1.380%
Fee Level
High
Longest Manager Tenure
10.92 years
Category
World Small/Mid Stock
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.00%
Turnover
93%

USD | NAV as of Jul 26, 2021 | 1-Day Return as of Jul 26, 2021, 10:27 PM GMT+00:00

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Morningstar’s Analysis

Will ARSPX outperform in future?

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

Process Pillar

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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

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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

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

Dropping Coverage of Virtus AllianzGI Global Small-Cap

Analyst

Analyst Note

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Morningstar will cease qualitative research coverage of Virtus AllianzGI Global Small-Cap on or about Oct. 7, 2021, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this strategy. We recommend users form their own views on this strategy or obtain financial advice.

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