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Morningstar

Virtus Silvant Mid-Cap Growth Admin DRMAX

Morningstar Analyst Rating
Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 3.69  /  1.60 %
  • Total Assets 304.3 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis DRMAX

Will DRMAX 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 DRMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DRMAX 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 DRMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus Silvant Mid-Cap Growth Admin to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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