Virtus Vontobel Foreign Opportunities A Fund JVIAX seeks growth of capital for the long run. JVIAX invests a bulk of its assets in equity-linked instruments and equity securities of foreign companies, including those which have significant exposure in emerging markets. JVIAX helps its investors get access to high-quality global companies.
This Non US - Equity product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 7.3% and 5 year 6.8%. To see how this fund performed compared in its category, and #1 and #2 Ranked Mutual Funds, please click here.
The Virtus Vontobel Foreign Opportunities A fund, as of the last filing, allocates their fund in top two major groups; Foreign Stock and Intermediate Bond. Further, as of the last filing, HDFC Bank Ltd, British American Tobacco (LON:BATS) PLC and Unilever (LON:ULVR) NV DR were the top holdings for JVIAX.
This Zacks Rank #3 (Hold) was incepted in July 1990 and is managed by Virtus Funds. JVIAX carries an expense ratio of 1.43% and requires a minimal initial investment of $2,500.
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Zacks Investment Research