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Virtus AllianzGI Water Inst Class AWTIX

Analyst rating as of
NAV / 1-Day Return
21.53  /  1.37 %
Total Assets
929.0 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Average
Longest Manager Tenure
13.13 years
Category
Natural Resources
Investment Style
Mid Blend
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.45%
Turnover
28%
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Morningstar’s Analysis

Will AWTIX 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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