Virtus AllianzGI Focused Growth’s recent manager departure is significant, but its new lead manager’s experience and its consistent approach provide enough stability to warrant a Morningstar Analyst Rating of Neutral.
Will PGWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PGWAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PGWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PGWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.