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Virtus Duff & Phelps Real Estate Secs C PHRCX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 20.91  /  1.60 %
  • Total Assets 430.5 Mil
  • Adj. Expense Ratio
    2.060%
  • Expense Ratio 2.050%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.36%
  • Turnover 14%

Morningstar’s Analysis PHRCX

Will PHRCX outperform in future?

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

Summary

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A strong Process Pillar rating isn't sufficient for Virtus Duff & Phelps Real Estate Secs C to overcome lower marks in Parent and other areas. This strategy retains its 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 highest quintile among peers.

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