With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Global Opportunities rests on solid ground, though some recent changes in roles and responsibilities bear watching. The strategy retains a Morningstar Analyst Rating of Bronze for cheaper share classes, while the most expensive one lands at Neutral.
Virtus Vontobel Global Opportunities A NWWOX
NAV / 1-Day Return
18.37
/
0.11
%
Total Assets
387.7 Mil
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.
1.360%
Expense Ratio
1.360%
Fee Level
High
Longest Manager Tenure
12.96
years
Category
World Large-Stock Growth
Investment Style
Large GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
1.24%
Turnover
49%
Premium
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 NWWOX 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 NWWOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NWWOX 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 NWWOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Still a solid option but some reshuffling within the team bears watching.
