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.
Virtus Vontobel Foreign Opportunities I JVXIX
NAV / 1-Day Return
34.14
/
0.90
%
Total Assets
1.1 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.
1.070%
Expense Ratio
1.070%
Fee Level
High
Longest Manager Tenure
5.28
years
Category
Foreign Large Growth
Investment Style
Large GrowthMin. Initial Investment
100,000
Status
Open
TTM Yield
0.17%
Turnover
63%
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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 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 dependable option for non-U.S. equity exposure.
