Morningstar

Virtus Newfleet Multi-Sector Bond ETF NFLT

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

Morningstar’s Analysis NFLT

Will NFLT outperform in the 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 NFLT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NFLT 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 NFLT’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Newfleet Multi-Sect Bd ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings NFLT

More NFLT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.56 8M
Cash and Equivalents

State Street® SPDR® Blmbg Hi Yld Bd ETF

1.56 8M
—

United States Treasury Bonds 4.625%

1.35 7M
Government

United States Treasury Notes 4.25%

1.12 6M
Government

Federal National Mortgage Association 4%

0.86 4M
Securitized

South Africa (Republic of) 8.75%

0.77 4M
Government

United States Treasury Notes 4%

0.75 4M
Government

Federal National Mortgage Association 5%

0.72 4M
Securitized

Federal National Mortgage Association 3%

0.70 4M
Securitized

Federal Home Loan Mortgage Corp. 6%

0.67 3M
Securitized

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