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Virtus KAR Global Quality Dividend A PPTAX

Quantitative rating as of
  • NAV / 1-Day Return 14.66  /  0.76 %
  • Total Assets 38.4 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.85%
  • Turnover 37%

Morningstar’s Analysis PPTAX

Will PPTAX outperform in future?

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

Summary

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Weakness in Virtus KAR Global Quality Dividend A's People and Process Pillar ratings limits this strategy 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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