Skip to Content

Virtus Duff & Phelps Water A AWTAX

Analyst rating as of
NAV / 1-Day Return
18.35  /  0.65 %
Total Assets
704.2 Mil
Adj. Expense Ratio
1.220%
Expense Ratio
1.220%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
Natural Resources
Investment Style
Mid Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.43%
Turnover
32%

Morningstar’s Analysis AWTAX

Will AWTAX outperform in future?

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

Comanager Added to Virtus Duff & Phelps Water; Ratings Unchanged

Summary

|

Virtus Duff & Phelps Water’s (formerly Virtus Water) new subadvisor lacks necessary domain expertise, and its approach might change as it hires new staff in the coming months. This keeps its Morningstar Analyst Rating at Negative.

Unlock our full analysis with Morningstar Investor