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Virtus Duff & Phelps Real Estate Secs A PHRAX

Quantitative rating as of
NAV / 1-Day Return
21.27  /  1.00 %
Total Assets
406.3 Mil
Adj. Expense Ratio
1.360%
Expense Ratio
1.360%
Distribution Fee Level
Above Average
Share Class Type
Front Load
Category
Real Estate
Investment Style
Mid Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.07%
Turnover
14%

Morningstar’s Analysis PHRAX

Will PHRAX outperform in future?

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

Summary

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A strong Process Pillar rating isn't sufficient for Virtus Duff & Phelps Real Estate Secs A to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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