Virtus NFJ Dividend Value's tenured management team uses an unremarkable quantitative approach that has produced lackluster returns. All share classes receive a Morningstar Analyst Rating of Neutral.
Will PNEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PNEAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PNEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PNEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.