Advertisement
Skip to Content

Virtus KAR Equity Income A PDIAX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 19.64  /  0.56 %
  • Total Assets 152.9 Mil
  • Adj. Expense Ratio
    1.220%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor