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Morningstar

Virtus Vontobel Foreign Opportunities I JVXIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 24.78  /  0.48 %
  • Total Assets 677.5 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.070%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 57%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:12 AM GMT+00:00

Morningstar’s Analysis JVXIX

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

People Pillar

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

A worthy option.

Director

Summary

| by Natalia Wolfstetter

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.

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