With a sound and long-tenured team in charge of a thoughtful process Virtus Vontobel Foreign Opportunities rests on solid grounds. The strategy retains Morningstar Analyst Ratings of Bronze for all but its most expensive share class, which lands at Neutral.
Will JVIAX 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 JVIAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the JVIAX 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 JVIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.