About AZMIX
The Virtus NFJ Emerging Markets Value Fund, Institutional Class, is a mutual fund designed to provide investors with exposure to growth and income opportunities within emerging economies. Its strategy centers on identifying value-oriented investments at the intersection of value, quality, and shareholder yield, targeting companies with strong competitive positions and consistent financials across a diversified range of industries. The fund is actively managed by a seasoned team that leverages both quantitative analytics and fundamental research to uncover investment opportunities often overlooked by broader markets. By focusing on emerging markets, the Virtus NFJ Emerging Markets Value Fund connects investors to dynamic, fast-growing regions of the global economy, including notable sectors such as technology, consumer discretionary, financial services, and utilities. The fund’s disciplined approach is aimed at delivering long-term capital appreciation while maintaining a diversified portfolio of equity securities from companies domiciled in or economically linked to emerging markets, thus serving as a strategic diversification tool for institutional investors seeking growth in less mature economies.
Fund Family Virtus
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol AZMIX
Share Class Institutional Class
Index MSCI EM (Emerging Markets) NR USD
AZMIX had a total return of 36.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.39%.
