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.
- NAV / 1-Day Return 21.28 / 2.31 %
- Total Assets 427.9 Mil
Adj. Expense Ratio
- 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.