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Virtus Duff & Phelps Water Inst AWTIX

Analyst rating as of
NAV / 1-Day Return
18.37  /  0.49 %
Total Assets
723.1 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Average
Longest Manager Tenure
0.34 years
Category
Natural Resources
Investment Style
Mid Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.72%
Turnover
32%

Morningstar’s Fund Analysis AWTIX

Will AWTIX 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

Analyst Note

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Evan Lang has joined Virtus Duff & Phelps Water as a comanager as of Aug. 22, 2022. This is one of Duff & Phelps’ planned additions to bolster its water team, which lacks adequate resources. His addition helps but does not alter the strategy’s Below Average People rating and Morningstar Analyst Rating of Negative for all share classes.

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