VY T. Rowe Price Capital Appreciation shines bright thanks to its star manager. Most of the fund’s share classes receive a Morningstar Analyst Rating of Gold, though its priciest share class gets a Silver. This fund is closed to new investors.
Morningstar’s Fund Analysis ITRAX
Will ITRAX 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 ITRAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ITRAX 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 ITRAX’s parent organization’s priorities and whether they’re in line with investors’ interests.