Strength in the People Pillar isn't sufficient for Virtus Duff & Phelps Real Estate Secs I to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 20.47 / 1.29 %
- Total Assets 424.4 Mil
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Adj. Expense Ratio
- Expense Ratio 1.080%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Real Estate
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 1.57%
- Turnover 14%
Morningstar’s Analysis PHRIX
Will PHRIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.