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Virtus NFJ Small-Cap Value P ASVPX Fund Analysis

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Morningstar’s Analysis ASVPX

Will ASVPX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus NFJ Small-Cap Value P to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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