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Virtus Duff & Phelps Real Estate Secs I PHRIX

Quantitative rating as of
  • NAV / 1-Day Return 20.47  /  1.29 %
  • Total Assets 424.4 Mil
  • Adj. Expense Ratio
    1.090%
  • 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.

Summary

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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.

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