AOTAX Mutual Fund

AOTAX Mutual Fund (Virtus Emerging Markets Opportunities Fund Class A) is managed by Virtus Investment Partners with $29.3M in net assets. AOTAX expense ratio is 1.29%, holding 75 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2006-08-21.

AOTAX performance shows a YTD return of 21.21%. The 1-year return is 26.10% and the 5-year return is 8.18%. AOTAX dividend yield stands at 2.45%, paid semi-annually.

AOTAX top holdings include Taiwan Semiconductor Manufacturing Co Ltd (16.1%), Samsung Electronics (7.1%), Sk Hynix Inc Common Stock KRW 5000 (6.5%), Industrial And Commercial Bank Of China Ltd Class H (3.0%), China Construction Bank Corp (2.8%). 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.