About AOTIX
Virtus Emerging Markets Opportunities Fund Institutional Class is an open-end mutual fund focused on capital appreciation by investing primarily in equities of companies based in emerging markets. The fund employs a systematic, bottom-up approach, emphasizing high-conviction stock selection that combines behavioral finance, fundamental analysis, and quantitative techniques. Its strategy seeks to identify companies with higher growth projections, lower valuations, and lower volatility compared to its benchmark, while a proactive, risk-focused framework aims to mitigate downside risk and maintain exposure stability.
The portfolio is diversified across multiple countries and sectors within the emerging markets universe, often including significant allocations to industries such as technology, financial services, consumer cyclicals, and energy. Notable holdings frequently include leading regional companies like Taiwan Semiconductor Manufacturing and major financial institutions. As an institutional share class, it features a higher minimum investment, making it suited for larger investors or organizations, and is distinguished by an expense ratio that compares favorably with similar funds in its peer group. The fund plays a significant role for investors seeking broad, actively managed exposure to the growth potential and inefficiencies prevalent in emerging markets equities.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AOTIX
Share Class Institutional
Index MSCI EM (Emerging Markets) NR USD
AOTIX had a total return of 51.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.66%.
