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Virtus Duff & Phelps Global Infras C PGUCX

Quantitative rating as of
  • NAV / 1-Day Return 14.31  /  0.35 %
  • Total Assets 82.7 Mil
  • Adj. Expense Ratio
    2.040%
  • Expense Ratio 2.030%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Infrastructure
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.68%
  • Turnover 37%

Morningstar’s Analysis PGUCX

Will PGUCX 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 Low People Pillar rating limit Virtus Duff & Phelps Global Infras 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 most expensive quintile among peers.

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