Recent missteps and some changes to its small team drop Virtus KAR International Small-Mid Cap’s People rating to Average from Above Average and reduces its overall appeal.
Virtus KAR International Small-Mid Cap I VIISX
- NAV / 1-Day Return 17.35 / −0.63 %
- Total Assets 975.5 Mil
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Foreign Small/Mid Growth
- Investment Style Mid Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield —
- Turnover 16%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis VIISX
Will VIISX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 44.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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AJ Bell PLC | 3.48 | 36.0 Mil | Financial Services |
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