Skip to Content

Virtus Vontobel Global Opportunities C WWOCX

Medalist Rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 11.91  /  0.17 %
  • Total Assets 267.1 Mil
  • Adj. Expense Ratio
    2.110%
  • 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
  • Turnover 43%

Morningstar’s Analysis WWOCX

Will WWOCX outperform in future?

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

A new and evolving investment team following a sound approach.

Director Natalia Wolfstetter

Natalia Wolfstetter

Director

Summary

Effective March 8, 2024, Virtus Vontobel Global Opportunities will be merged into Virtus SGA Global Growth, which is managed by Sustainable Growth Advisors, an independent affiliate of Virtus Investment Partners. The People Pillar rating is Average as SGA’s investment team transitions to its next generation of managers, but its process is robust, resulting in an Above Average Process Pillar rating.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WWOCX

  • Current Portfolio Date
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.10
16,017,048
Technology
5.10
13,384,753
Industrials
4.91
12,895,290
Financial Services
4.68
12,279,031
Consumer Cyclical
4.23
11,097,161
Consumer Defensive
4.15
10,901,284
Consumer Defensive
3.87
10,163,503
Healthcare
3.77
9,887,038
Financial Services
3.57
9,370,944
Financial Services
3.45
9,046,277
Financial Services