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Morningstar

Virtus SGA International Growth A SCIIX

Morningstar Analyst Rating
Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 9.02  /  1.69 %
  • Total Assets 41.6 Mil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

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

Morningstar’s Analysis SCIIX

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

People Pillar

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

Summary

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Virtus SGA International Growth A's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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