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Virtus Foreign Opportunities A (JVIAX) Fund Ranking and Research

Ranking, Research and Recommendation of Virtus Foreign Opportunities A (JVIAX) Fund

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Graph of Virtus Foreign Opportunities A Fund (JVIAX) ManagerFund Manager - Matthew Benkendorf

Fund Manager Information

Fund Manager Tenure: 2.8 years
Similar Funds: JVICX 
Fund Family: Virtus
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of Virtus Foreign Opportunities A Fund (JVIAX) ProfileVirtus Foreign Opportunities A Fund (JVIAX) Profile

Fund Profile and Description

Virtus Foreign Opportunities A Fund seeks long-term capital appreciation. Virtus Foreign Opportunities A Fund normally invests at least 80% of its assets in equity or equity-linked securities of issuers located outside the United States, including issuers in emerging markets countries. It intends to diversify its investments among countries and normally to have represented in the portfolio business activities of a number of different countries.

 

Virtus Foreign Opportunities A (JVIAX) Fund Strength What we like about Virtus Foreign Opportunities A (JVIAX) Fund

Data for Virtus Foreign Opportunities A Fund (JVIAX) as of May 30, 2016

  • Virtus Foreign Opportunities A Fund (JVIAX) has good short-term performance (1-year return 1.55% vs -7.92% Foreign Large Growth category median performance)
  • Virtus Foreign Opportunities A Fund (JVIAX) has good mid-term performance (3-year return 3.02% vs 2.71% Foreign Large Growth category median performance)
  • Virtus Foreign Opportunities A Fund (JVIAX) has good Long-term performance (5-year return 4.89% vs 2.51% Foreign Large Growth category median performance)
  • Virtus Foreign Opportunities A Fund (JVIAX) ratio of up-years vs down years is greater than 2
  • Virtus Foreign Opportunities A Fund (JVIAX) has a Morningstar rating of 4 and above
  • Virtus Foreign Opportunities A Fund (JVIAX) has an annual stock turnover rate of 32.00% vs Foreign Large Growth average of 52.29%. It is good that Virtus Foreign Opportunities A management does not trade extensively for its return.
  • Virtus Foreign Opportunities A Fund (JVIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.63, lower than category average of 12.66

Virtus Foreign Opportunities A Fund (JVIAX) Weakness What we are cautious about Virtus Foreign Opportunities A (JVIAX) Fund

Data for Virtus Foreign Opportunities A Fund (JVIAX) as of May 30, 2016

  • Virtus Foreign Opportunities A Fund (JVIAX) management has been with Virtus Foreign Opportunities A Fund for only 2.8 years, it is hard to judge manager's ability based on this fund's operation record
  • Virtus Foreign Opportunities A Fund (JVIAX) has a higher expense ratio of 1.41% than its Foreign Large Growth average of 1.30%
  • Virtus Foreign Opportunities A Fund (JVIAX) carries a 5.75% load
  • Asset base in Virtus Foreign Opportunities A Fund (JVIAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Virtus Foreign Opportunities A Fund (JVIAX) performance details as of May 30, 2016

 

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Compare Virtus Foreign Opportunities A Fund (JVIAX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Virtus Foreign Opportunities A2.861.553.024.89
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Virtus Foreign Opportunities A Fund (JVIAX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Virtus Foreign Opportunities A Fund (JVIAX) Net Asset TrackingVirtus Foreign Opportunities A (JVIAX) Fund Net Asset

Track net asset change of Virtus Foreign Opportunities A fund (JVIAX)

DateNet Asset
05/2016$1.55B
03/2016$1.64B
02/2016$1.76B
More historic net asset information on Virtus Foreign Opportunities A Fund (JVIAX)

  

Graph of Virtus Foreign Opportunities A Fund (JVIAX) Portfolio TrackingVirtus Foreign Opportunities A (JVIAX) Fund Portfolio Allocation

Track portfolio allocation change of Virtus Foreign Opportunities A fund (JVIAX)

DateCashStockBondOther
03/20160%98.46%0%1.54%
12/20150.12%99.88%0%0%
09/20150.59%99.41%0%0%
Click here to see more historic asset allocation information on Virtus Foreign Opportunities A Fund (JVIAX)

 

graph of Virtus Foreign Opportunities A Fund (JVIAX) Top 10 Position TrackingTop 10 Holdings in Virtus Foreign Opportunities A (JVIAX) Fund

Discover what Virtus Foreign Opportunities A Fund (JVIAX) manager is buying

Mar 30, 2016
British American Tobacco PLC [6.75%]
Philip Morris International Inc [5.68%]
Reckitt Benckiser Group PLC [4.79%]
NESTLE SA CHAM ET VE [4.74%]
ROCHE HLDG AG DIV RT [4.27%]
HDFC Bank Ltd [4.23%]
UNILEVER NV CERT SHS [3.85%]
HOUSING DEVELOPMENT FINANCE CO [3.83%]
SABMiller PLC [3.45%]
SAP SE [2.91%]

Dec 30, 2015
British American Tobacco PLC [6.53%]
Philip Morris International Inc [5.23%]
HOUSING DEVELOPMENT FINANCE CO [5.19%]
ROCHE HLDG AG DIV RT [4.92%]
NESTLE SA CHAM ET VE [4.75%]
Reckitt Benckiser Group PLC [4.45%]
HDFC Bank Ltd [4.42%]
UNILEVER NV CERT SHS [3.63%]
SABMiller PLC [3.48%]
NOVO NORDISK A/S B [3.29%]

Sep 29, 2015
British American Tobacco PLC [6.6%]
HOUSING DEVELOPMENT FINANCE CO [5.2%]
NESTLE SA CHAM ET VE [5.12%]
Philip Morris International Inc [4.8%]
Reckitt Benckiser Group PLC [4.52%]
ROCHE HLDG AG DIV RT [4.51%]
HDFC Bank Ltd [4.49%]
UNILEVER NV CERT SHS [3.53%]
SABMiller PLC [3.39%]
NOVO NORDISK A/S B [3.16%]
Click here for Stock Holding Change Map in Virtus Foreign Opportunities A Fund (JVIAX)

  

Latest News on Virtus Foreign Opportunities A (JVIAX) Fund

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Virtus Foreign Opportunities A Fund (JVIAX) Related ResourcesSee more information on Virtus Foreign Opportunities A (JVIAX) Fund

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