Morningstar

Virtus InfraCap U.S. Preferred Stock ETF PFFA

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

Morningstar’s Analysis PFFA

Will PFFA 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 PFFA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus InfraCap US Preferred Stock ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PFFA

More PFFA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A (594972861)

3.03 70M
Technology

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

2.96 68M
Industrials

Flagstar Bank NA FXDFR PRF PERPETUAL USD 25 - Ser 1/10th Int

2.77 64M
Financial Services

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser A

2.77 64M
Communication Services

KKR & Co Inc. 0%

2.62 60M
Corporate

Alphabet Inc PRF PERPETUAL USD 1000 - 1/20th Int Ser B

2.57 59M
Communication Services

Energy Transfer LP PRF PERPETUAL USD - Ser I

2.32 53M
Energy

Telephone and Data Systems Inc 6% PRF PERPETUAL USD 25 - Ser VV 1/1,000 int

2.30 53M
Communication Services

Qwest Corporation 0%

2.25 52M
Corporate

Banc of California Inc 7.75% PRF PERPETUAL USD - 1/40th int Ser F

2.14 49M
Financial Services

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