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.
- NAV / 1-Day Return 16.62 / 0.66 %
- Total Assets 155.5 Mil
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Adj. Expense Ratio
- 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.