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
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol AWTCX
Share Class Class C
Index MSCI AC World NR USD
AWTCX had a total return of -3.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.34%.
