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Virtus Global Allocation A PALAX

Analyst rating as of
NAV / 1-Day Return
9.87  /  0.20 %
Total Assets
237.7 Mil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
Low
Longest Manager Tenure
13.57 years
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.17%
Turnover
168%

Morningstar’s Fund Analysis PALAX

Will PALAX outperform in future?

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

Upheaval and uncertainty mar this strategy’s prospects.

Associate Director

Summary

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Virtus Global Allocation’s (formerly Virtus AllianzGI Global Allocation) future became unclear when the SEC disqualified former subadvisor Allianz Global Investors from providing advisory services to U.S.-registered funds in May 2022. While Virtus scooped up several members of the management team in July, the strategy and its reduced personnel must navigate considerable upheaval and uncertainty. The three cheapest share classes keep Morningstar Analyst Ratings of Neutral while the remaining pricier shares get Negative.

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