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Virtus KAR International Small-Mid CapR6 VRISX Fund Analysis

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

Morningstar’s Analysis VRISX

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

  • People Pillar

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

Recent challenges lower this strategy’s ratings.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

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.

by Tony Thorn
Rated on Published on

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