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Virtus NFJ Dividend Value Inst NFJEX

Analyst rating as of
NAV / 1-Day Return
12.85  /  1.15 %
Total Assets
863.9 Mil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Average
Longest Manager Tenure
15.16 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.38%
Turnover
67%
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Morningstar’s Analysis

Will NFJEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A lackluster strategy.

Associate Director

Summary

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Virtus NFJ Dividend Value's tenured management team uses an unremarkable quantitative approach that has produced lackluster returns. All share classes receive a Morningstar Analyst Rating of Neutral.

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