Virtus Emerging Markets Opportunities Fd Institutional (AOTIX) Research

The fund's core objective is to maximize long-term capital appreciation. To achieve this, it typically allocates a minimum of 80% of its total assets (including funds acquired through borrowing for investment purposes) to companies with significant economic ties to countries deemed to have emerging securities markets. The portfolio managers define these emerging markets as nations whose capital markets are less developed than those in established economies, particularly concerning investor participation, analyst coverage, market liquidity, and/or regulatory frameworks.

Market snapshot

Symbol
AOTIX
Price
$48.41
Day change
+2.33%
Market cap
$235.0M
52-week range
30.16-48.41
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Brookfield Global Listed InfrastructureI (BGLYX)
  • Clarkston Fund Institutional Class (CILGX)
  • Wilshire Large Company Value Portfolio (DTLVX)
  • Lazard Emerging Markets Core Equity Portfolio Open Shs (ECEOX)
  • EuroPac International Value A (EPIVX)
  • Green Century MSCI Intl Index Fd Instl Cl (GCIFX)
  • Green Century MSCI Intl Index Fd Individual Inv Cl (GCINX)
  • Manning & Napier Disciplined Value Series Class S (MDFSX)

Open Virtus Emerging Markets Opportunities Fd Institutional (AOTIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.