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Morningstar

Virtus Vontobel Global Opportunities A NWWOX

Morningstar Analyst Rating
Analyst rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 14.46  /  0.56 %
  • Total Assets 269.8 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:41 AM GMT+00:00

Morningstar’s Analysis NWWOX

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.

A worthy option, but some reshuffling within the team bears watching.

Director

Summary

| by Natalia Wolfstetter

With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Global Opportunities rests on solid ground, though some changes in roles and responsibilities in 2021 bear watching. 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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