About AFJAX
Virtus NFJ International Value Fund Class A is a mutual fund designed for investors seeking capital growth and income by investing primarily in equity securities of non-U.S. companies. The fund typically allocates at least 65% of its net assets to common stocks, preferred shares, and other equity instruments from companies with market capitalizations greater than $1 billion outside the United States. Its strategy centers on identifying businesses that combine value, quality, and shareholder yield, with an emphasis on those expected to generate income, such as through dividends.
The portfolio is diversified across multiple sectors, with notable exposures to consumer discretionary, financials, information technology, and materials. The fund also has the flexibility to invest up to 50% of its assets in emerging markets, broadening its global reach. Top holdings often include prominent international corporations such as Alibaba, JD.com, Daiichi Sankyo, and Taiwan Semiconductor Manufacturing. By focusing on companies with strong competitive positions and consistent financial performance, Virtus NFJ International Value Fund Class A plays a significant role for investors aiming to diversify away from U.S. equities and capture opportunities across developed and emerging markets.
Fund Family Virtus
Category Foreign Large Blend
Performance Rating Low
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol AFJAX
Share Class A
Index MSCI AC World ex USA NR USD
AFJAX had a total return of 19.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.70%.
