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Morningstar

Virtus Duff & Phelps Water P AWTPX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.51  /  3.32 %
Total Assets
638.3 Mil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Average
Longest Manager Tenure
0.19 years
Category
Natural Resources
Investment Style
Mid Growth
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
1.33%
Turnover
32%

Morningstar’s Fund Analysis AWTPX

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

People Pillar

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

Comanager Added to Virtus Duff & Phelps Water; Ratings Unchanged

Analyst

Analyst Note

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Evan Lang has joined Virtus Duff & Phelps Water as a comanager as of Aug. 22, 2022. This is one of Duff & Phelps’ planned additions to bolster its water team, which lacks adequate resources. His addition helps but does not alter the strategy’s Below Average People rating and Morningstar Analyst Rating of Negative for all share classes.

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