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Virtus Stone Harbor Local Markets I SHLMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis SHLMX

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

  • People Pillar

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

Virtus Stone Harbor Local Markets I boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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