Skip to Content
Morningstar

Virtus Vontobel Emerging Markets Opps A HEMZX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
7.31  /  1.42 %
Total Assets
1.9 Bil
Adj. Expense Ratio
1.540%
Expense Ratio
1.540%
Fee Level
Above Average
Longest Manager Tenure
6.57 years
Category
Diversified Emerging Mkts
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.11%
Turnover
67%

Morningstar’s Fund Analysis HEMZX

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

People Pillar

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

A worthy option but a few things to keep tabs on.

Director

Summary

|

With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Emerging Markets Opportunities rests on solid ground, though some recent changes in roles and responsibilities bear watching. The vehicle retains a Morningstar Analyst Rating of Bronze for cheaper share classes, while the expensive C shares land at Neutral.

Unlock our full analysis with Morningstar Investor