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Morningstar

Virtus Tactical Allocation C POICX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.64  /  0.42 %
  • Total Assets 622.2 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 0.25%
  • Turnover 24%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:16 AM GMT+00:00

Morningstar’s Analysis POICX

Will POICX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable POICX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the POICX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of POICX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus Tactical Allocation C to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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