With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Emerging Markets Opportunities rests on solid grounds. The strategy retains a Morningstar Analyst Rating of Bronze for all but its most expensive share class, which lands at Neutral.
Virtus Vontobel Emerging Markets Opps A HEMZX
NAV / 1-Day Return
13.20
/
0.15
%
Total Assets
6.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.570%
Expense Ratio
1.570%
Fee Level
Above Average
Longest Manager Tenure
5.17
years
Category
Diversified Emerging Mkts
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.36%
Turnover
55%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 distinctive emerging-markets option for long-term investors.
