Skip to Content
Morningstar

Virtus Vontobel Foreign Opportunities C JVICX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
22.14  /  0.94 %
Total Assets
689.7 Mil
Adj. Expense Ratio
2.060%
Expense Ratio
2.050%
Distribution Fee Level
High
Share Class Type
Level Load
Category
Foreign Large Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
81%

USD | NAV as of Dec 06, 2022 | 1-Day Return as of Dec 06, 2022, 11:45 PM GMT+00:00

Morningstar’s Analysis JVICX

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

People Pillar

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

A worthy option.

Director

Summary

|

With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Foreign Opportunities rests on solid ground. The strategy 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