AOTAX Mutual Fund

AOTAX Mutual Fund (Virtus Emerging Markets Opportunities Fund Class A) is managed by Virtus Investment Partners with $31.9M in net assets. AOTAX expense ratio is 1.29%, holding 71 positions across sectors including Financials, Communication Services, 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 8.42%. AOTAX dividend yield stands at 2.36%, paid semi-annually.

AOTAX top holdings include Taiwan Semiconductor Manufacturing Co. Ltd. (14.9%), Sk Hynix Inc (4.9%), Tencent Holdings Ltd Ordinary Shares (4.5%), Samsung Electronics (Equity) (4.5%), Credicorp Ltd - Common (3.1%). 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.