Skip to Content
Morningstar

Virtus Duff & Phelps Water A AWTAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis AWTAX

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

  • People Pillar

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

A lot of change here in recent years.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

The relatively new team that runs Virtus Duff & Phelps Water isn’t as good as it used to be, having lost two members in the past year. Thus, the strategy’s People rating is lowered to Average from Above Average, while its Process rating remains Average.

by William Samuel Rocco
Rated on Published on

Unlock our full analysis with Morningstar Investor