AOTAX Mutual Fund

AOTAX Mutual Fund (Virtus Emerging Markets Opportunities Fund Class A) is managed by Virtus Investment Partners with $32.4M in net assets. AOTAX expense ratio is 1.29%, holding 71 positions across sectors including Information Technology, Financials, Materials. Inception date: 2006-08-21.

AOTAX performance shows a YTD return of 28.46%. The 1-year return is 50.01% and the 5-year return is 8.43%. AOTAX dividend yield stands at 2.36%, paid semi-annually.

AOTAX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (15.5%), Sk Hynix Inc (8.8%), Samsung Electronics Ltd. (7.8%), Lenovo Group Ltd. (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.