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Virtus Opportunities Trust - Virtus Vontobel Global Opportunities Fund (VRGOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.66-0.02 (-0.12%)
At close: 08:00PM EDT

Virtus Opportunities Trust - Virtus Vontobel Global Opportunities Fund

Greenfield MA 01301

101 Munson Street

Management Information
,Lead Manager since May 31, 2016
"Ramiz Chelat has been a Portfolio Manager for Vontobel’s Quality Growth Boutique since 2016. He joined Vontobel Asset Management in July 2007 as a Senior Research Analyst. In 2016, he expanded his role becoming Portfolio Manager on the firm’s Global Equity strategy and, in 2021, he started managing the firm’s Emerging Markets Equity strategy. In addition to his portfolio management responsibilities, Ramiz Chelat continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies, primarily focusing on the Consumer Discretionary, Consumer Staples and Communication Services sectors. Prior to joining Vontobel Asset Management, from 2004 to 2007, he was Head of Consumer and Media Research at Macquarie Hong Kong and an Analyst at Macquarie Australia from 2000 to 2004. Prior to that, from 1999 to 2000, he was a Financial Analyst at Optus. He began his career in the financial sector in 1997 at Ernst & Young where he was a Senior Accountant until 1999. Ramiz received a Bachelor of Commerce in Accounting and Finance from Macquarie University in Australia. In addition, Ramiz Chelat is a member of the Institute of Chartered Accountants of Australia as a qualified chartered accountant. He is a CFA charterholder. "
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryWorld Large-Stock Growth
Fund FamilyVirtus
Net Assets263.01M
YTD Return4.71%
Yield0.10%
Morningstar Rating★★★
Inception DateAug 7, 2012

Fund Operations

Last Dividend0.02
Last Cap Gain-1.00
Holdings Turnover43.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVRGOXCategory Average
Annual Report Expense Ratio (net)1.09%1.12%
Prospectus Net Expense Ratio1.09%N/A
Prospectus Gross Expense Ratio1.16%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.26%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A