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Morningstar

Virtus Silvant Mid-Cap Growth A RMDAX

Morningstar Analyst Rating
Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 3.38  /  1.81 %
  • Total Assets 304.3 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 1.050%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 65%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 1:40 AM GMT+00:00

Morningstar’s Analysis RMDAX

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

People Pillar

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus Silvant Mid-Cap Growth A to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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