AOTAX Mutual Fund

AOTAX Mutual Fund (Virtus Emerging Markets Opportunities Fund Class A) is managed by Virtus Investment Partners with $32.9M in net assets. AOTAX expense ratio is 1.29%, holding 74 positions across sectors including Information Technology, Financials, Materials. Inception date: 2006-08-21.

AOTAX performance shows a YTD return of 33.06%. The 1-year return is 45.32% and the 5-year return is 8.52%. AOTAX dividend yield stands at 2.24%.

AOTAX top holdings include Tsmc (15.5%), Sk Hynix Inc Common Stock KRW 5000 (8.8%), Samsung Electronics (Equity) (7.8%), Lenovo Group Ltd Common Stock (2.5%), Industrial And Commercial Bank Of China (Asia) Limited, Series H (2.5%). Go to all AOTAX holdings, AOTAX sectors, or AOTAX dividends.

AOTAX can be compared against other funds. Use AOTAX overlap to find shared positions, or AOTAX vs another fund for a side-by-side view. AOTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.