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Virtus Zevenbergen Innovative Gr Stk A SAGAX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 29.78  /  0.96 %
  • Total Assets 399.6 Mil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

Morningstar’s Analysis SAGAX

Will SAGAX outperform in future?

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

Summary

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A drop in its Process Pillar rating is the primary driver of Virtus Zevenbergen Innovative Gr Stk A's downgrade to a Morningstar Quantitative Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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