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Virtus NFJ Small-Cap Value Inst PSVIX

Analyst rating as of
NAV / 1-Day Return
17.14  /  0.92 %
Total Assets
576.6 Mil
Adj. Expense Ratio
0.830%
Expense Ratio
0.830%
Fee Level
Below Average
Longest Manager Tenure
25.16 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.65%
Turnover
126%
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Morningstar’s Analysis

Will PSVIX outperform in future?

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AllianzGI NFJ Team Moving to Virtus

Senior Analyst

Analyst Note

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The legacy NFJ Investment Group that manages AllianzGI International Value ANJIX, AllianzGI Small-Cap Value PSVIX, and AllianzGI Mid-Cap Value PRNIX is moving to Virtus Investment Partners VRTS. Under the arrangement, which still needs board and shareholder approval, Virtus will acquire the NFJ team but let it operate as an autonomous, affiliated manager. The NFJ brand, which AllianzGI had phased out, will likely return in some form. The firms could finalize the plans by year-end.

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