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Virtus AllianzGI Water Class A AWTAX

Analyst rating as of
NAV / 1-Day Return
23.49  /  0.77 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.220%
Expense Ratio
1.220%
Fee Level
Below Average
Longest Manager Tenure
13.56 years
Category
Natural Resources
Investment Style
Mid Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.19%
Turnover
28%
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Morningstar’s Analysis

Will AWTAX outperform in future?

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

Another comanager departure won't help.

Summary

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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.

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