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Virtus Vontobel Global Opportunities C WWOCX

Analyst rating as of
  • NAV / 1-Day Return 10.78  /  1.51 %
  • Total Assets 266.9 Mil
  • Adj. Expense Ratio
    2.120%
  • Expense Ratio 2.110%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 33%

Morningstar’s Analysis WWOCX

Will WWOCX outperform in future?

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

A worthy option, but some reshuffling within the team bears watching.

Summary

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With a sound and long-tenured team in charge of a thoughtful process, Virtus Vontobel Global Opportunities rests on solid ground, though some changes in roles and responsibilities in 2021 bear watching. The strategy retains a Morningstar Analyst Rating of Bronze for cheaper share classes, while the expensive C shares land at Neutral.

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