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Morningstar

Virtus Vontobel Emerging Markets Opps A HEMZX

Morningstar Analyst Rating
Analyst rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 7.68  /  2.04 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.580%
  • Expense Ratio 1.560%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 54%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis HEMZX

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

People Pillar

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

A worthy option but a few things to keep tabs on.

Director

Summary

| by Natalia Wolfstetter

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

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