Virtus Technology (formerly Virtus AllianzGI Technology) faces uncertainty owing to an SEC-mandated subadvisor change as well as a management change previously in the works. It warrants a Morningstar Analyst Rating of Neutral for all share classes.
Will DGTAX 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 DGTAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DGTAX 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 DGTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.