VISAX – Fund Analysis – Virtus KAR International Small-Mid Cap A | Morningstar

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Will VISAX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VISAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Bouncing back.

Analyst Tony Thorn

Tony Thorn

Analyst

Summary

Virtus KAR International Small-Mid Cap boasts a strong lead manager, but some recent missteps limit this strategy's appeal.

by Tony Thorn

Rated on Aug 8, 2024 Published on Aug 8, 2024

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