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Virtus KAR Emerging Markets Small-Cap I VIESX

Quantitative rating as of
NAV / 1-Day Return
12.03  /  0.82 %
Total Assets
243.4 Mil
Adj. Expense Ratio
1.510%
Expense Ratio
1.500%
Distribution Fee Level
High
Share Class Type
Institutional
Category
Diversified Emerging Mkts
Investment Style
Mid Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.18%
Turnover
19%

Morningstar’s Analysis VIESX

Will VIESX outperform in future?

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

Summary

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Virtus KAR Emerging Markets Small-Cap I's Average Process and Parent pillars limit this strategy to a 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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