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Virtus NFJ Mid-Cap Value C PQNCX

Quantitative rating as of
  • NAV / 1-Day Return 18.73  /  0.70 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.04%
  • Turnover 76%

Morningstar’s Analysis PQNCX

Will PQNCX outperform in future?

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

Summary

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Weakness in Virtus NFJ Mid-Cap Value C's Process and People 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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