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Morningstar

Virtus Newfleet High Yield Bond ETF BLHY

Morningstar Medalist Rating
Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis BLHY

Will BLHY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BLHY’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BLHY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BLHY’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BLHY

More BLHY Holdings
  • 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
Sector

Jp Morgan Usd Govt Money Market Instl

3.02
129,481
Cash and Equivalents

Ford Motor Company 3.25%

1.69
72,477
Corporate

Acrisure Llc / Acrisure Fin Inc 7%

1.67
71,395
Corporate

Occidental Petroleum Corporation 6.125%

1.66
71,126
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.75%

1.58
67,747
Corporate

CITGO Petroleum Corporation 7%

1.49
63,763
Corporate

FMG Resources (August 2006) Pty Ltd. 5.875%

1.44
61,674
Corporate

Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. 4.25%

1.39
59,514
Corporate

Mozart Debt Merger Subordinated Inc. 5.25%

1.30
55,715
Corporate

LSB Industries Inc 6.25%

1.27
54,412
Corporate