The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus Newfleet High Yield Bond ETF to a Morningstar Medalist Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
Morningstar’s Analysis BLHY
Will BLHY outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- Current Portfolio Date May 30, 2023
- Equity Holdings 0
- Bond Holdings 130
- Other Holdings 5
- % Assets in Top 10 Holdings 14.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Jp Morgan Usd Govt Money Market Instl
Cash and Equivalents
Ford Motor Company 3.25%
Acrisure Llc / Acrisure Fin Inc 7%
Occidental Petroleum Corporation 6.125%
CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%
CITGO Petroleum Corporation 7%
FMG Resources (August 2006) Pty Ltd. 5.875%
Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. 4.25%
Mozart Debt Merger Subordinated Inc. 5.25%
LSB Industries Inc 6.25%