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Virtus KAR Equity Income C PGICX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 16.62  /  0.66 %
  • Total Assets 155.5 Mil
  • Adj. Expense Ratio
    1.970%
  • Expense Ratio 1.950%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.66%
  • Turnover 22%

Morningstar’s Analysis PGICX

Will PGICX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus KAR Equity Income C 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.

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