Advertisement
Skip to Content
Morningstar

Virtus KAR Global Quality Dividend A PPTAX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:36 AM GMT+00:00

Morningstar’s Analysis PPTAX

Will PPTAX 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 PPTAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PPTAX 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 PPTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

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.

Unlock our full analysis with Morningstar Investor