| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
4
4
3
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 180 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.27 percent over the past year, 13.73 percent over the past three years, 5.79 percent over the past five years, and 17.91 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.6% |
| 1 Year | 11.3% |
| 3 Years (Annualized) | 13.7% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | 17.9% |
Summary
The investment seeks capital appreciation. The fund offers investors exposure to emerging economies through well-established companies. Under normal circumstances, it invests at least 80% of its assets in equity securities or equity-linked instruments of issuers located in emerging markets countries; such issuers may be of any capitalization. Emerging markets countries generally include every nation in the world except the U.S., Canada, Japan, Australia, New Zealand and most nations located in Western Europe.
Fees
Fees are Low compared to funds in the same category.
Virtus Emerging Markets Opportunities Fund has an expense ratio of 1.35 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
