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Morningstar

Virtus Zevenbergen Technology Inst DRGTX

Morningstar Analyst Rating
Analyst rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 48.33  /  2.26 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 126%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:41 AM GMT+00:00

Morningstar’s Analysis DRGTX

Will DRGTX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DRGTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DRGTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of DRGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy is in new hands.

Senior Analyst

Summary

| by Stephen Welch

Virtus Zevenbergen Technology’s (formerly called Virtus Technology) new subadvisor has an appropriate background to handle this strategy but it hasn’t proved itself, warranting a Morningstar Analyst Rating of Neutral for all share classes.

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