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Virtus Duff & Phelps Real Estate Secs A PHRAX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 21.28  /  2.31 %
  • Total Assets 427.9 Mil
  • Adj. Expense Ratio
    1.340%
  • Expense Ratio 1.330%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.28%
  • Turnover 14%

Morningstar’s Analysis PHRAX

Will PHRAX outperform in future?

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

Summary

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Strength in the People Pillar isn't sufficient for Virtus Duff & Phelps Real Estate Secs A to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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