About AWTCX
Virtus Duff & Phelps Water Fund Class C is a sector-focused mutual fund specializing in companies central to the global water industry. Its primary objective is to achieve long-term capital appreciation by investing at least 80% of its assets in equities of firms that are either part of major water indices or significantly engaged in water-related activities, including supply, quality enhancement, and efficiency solutions. The fund is actively managed and places a strong emphasis on environmental, social, and governance (ESG) factors, aligning with multiple United Nations Sustainable Development Goals, particularly Goal 6: Clean Water and Sanitation.
The portfolio targets market-leading, often pure-play companies providing critical water technologies, utilities, and infrastructure—sectors vital for addressing water scarcity and quality challenges globally. With over 30% of assets in foreign stocks, the fund offers global diversification while maintaining a concentrated exposure to the water sector. Managed by Duff & Phelps Investment Management, which brings decades of real asset and water investment expertise, the fund seeks to deliver resilient performance through market cycles by focusing on high-quality, structurally advantaged water companies. It is classified within the Natural Resources category and is considered non-diversified, reflecting its focused approach in this essential and growing industry.
Fund Family Virtus
Category Natural Resources
Stock Exchange NASDAQ
Ticker Symbol AWTCX
Share Class Class C
Index MSCI AC World NR USD
AWTCX had a total return of 5.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.73%.
