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Virtus Vontobel Global Opportunities A NWWOX

Analyst rating as of
NAV / 1-Day Return
13.78  /  1.85 %
Total Assets
243.1 Mil
Adj. Expense Ratio
1.360%
Expense Ratio
1.360%
Fee Level
High
Longest Manager Tenure
13.67 years
Category
Global Large-Stock Growth
Investment Style
Large Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.63%
Turnover
49%

Morningstar’s Fund Analysis NWWOX

Will NWWOX outperform in future?

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

A worthy 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 changes in roles and responsibilities in 2021 bear watching. The strategy retains a Morningstar Analyst Rating of Bronze for cheaper share classes, while the expensive C shares land at Neutral.

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