With a sound and long-tenured team in charge of a thoughtful process Virtus Vontobel Global Opportunities rests on solid ground. The strategy retains a Morningstar Analyst Rating of Bronze for all but its most expensive C share class, which lands at Neutral.
Will WWOIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WWOIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the WWOIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of WWOIX’s parent organization’s priorities and whether they’re in line with investors’ interests.