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Virtus Vontobel Global Opportunities A NWWOX

Analyst rating as of
NAV / 1-Day Return
15.52  /  1.57 %
Total Assets
301.0 Mil
Adj. Expense Ratio
1.360%
Expense Ratio
1.360%
Fee Level
High
Longest Manager Tenure
13.32 years
Category
Global Large-Stock Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.43%
Turnover
49%
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Morningstar’s Analysis

Will NWWOX outperform in future?

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

Still a solid 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 recent changes in roles and responsibilities bear watching. The strategy retains a Morningstar Analyst Rating of Bronze for cheaper share classes, while the most expensive one lands at Neutral.

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