Weakness in Virtus NFJ Small-Cap Value Inst's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
- NAV / 1-Day Return 15.64 / 0.64 %
- Total Assets 415.6 Mil
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Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 1,000,000
- Status Open
- TTM Yield 0.90%
- Turnover 52%
Morningstar’s Analysis PSVIX
Will PSVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.