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Virtus NFJ Small-Cap Value Inst PSVIX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 15.64  /  0.64 %
  • Total Assets 415.6 Mil
  • Adj. Expense Ratio
    0.820%
  • 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.

Summary

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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.

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