The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus KAR Equity Income A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 19.64 / 0.56 %
- Total Assets 152.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 2.31%
- Turnover 22%
Morningstar’s Analysis PDIAX
Will PDIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.