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Virtus AllianzGI Global Allocation C PALCX

Analyst rating as of
NAV / 1-Day Return
12.89  /  0.23 %
Total Assets
293.7 Mil
Adj. Expense Ratio
1.660%
Expense Ratio
1.660%
Fee Level
Below Average
Longest Manager Tenure
12.48 years
Category
World Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.31%
Turnover
141%
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Morningstar’s Analysis

Will PALCX outperform in future?

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

Constant change has made this revamped ESG strategy difficult to pin down.

Associate Director

Summary

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While Virtus AllianzGI Global Allocation’s vast resources and affordable price provide a solid foundation, its recent manager turnover and shifting portfolio composition keep its Morningstar Analyst Rating at Neutral across all share classes.

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