Virtus AllianzGI Water's veteran lead manager has yet to distinguish himself, and a 2020 comanager departure won't help. The fund receives a Morningstar Analyst Rating of Neutral across all share classes.
Will AWTAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWTAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AWTAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AWTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.