Advertisement
Skip to Content

Virtus Duff & Phelps Real Asset C PDPCX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 13.30  /  0.45 %
  • Total Assets 22.2 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 2.050%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 0.20%
  • Turnover 17%

Morningstar’s Analysis PDPCX

Will PDPCX outperform in future?

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

Summary

|

Weakness in Virtus Duff & Phelps Real Asset C's People and Process Pillar ratings limits this strategy 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 highest quintile among peers.

Unlock our full analysis with Morningstar Investor