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Morningstar

Virtus Newfleet Short Dur Cor Pls Bd ETF SDCP

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

Morningstar’s Analysis SDCP

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

  • People Pillar

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

Virtus Newfleet Short Dur Cor Pls Bd ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDCP

More SDCP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OBX 2023-NQM5 TRUST 6.567%

3.42 352,289
Securitized

United States Treasury Notes 0.25%

3.00 309,231
Government

GLS AUTO SELECT RECEIVABLES TRUST 2023-2 6.38%

2.97 306,007
Securitized

United States Treasury Notes 5%

2.96 304,946
Government

American Homes 4 Rent 3.467%

2.95 303,868
Securitized

FOURSIGHT CAPITAL AUTOMOBILE RECEIVABLES TRUST 2023-1 5.39%

2.90 298,557
Securitized

HOMES 2023-NQM2 TRUST 6.456%

2.84 292,025
Securitized

COLT 2023-3 MORTGAGE LOAN TRUST 7.18%

2.78 286,435
Securitized

Metlife Sec Trust 3.75%

2.51 258,642
Securitized

OPORTUN ISSUANCE TRUST 2.18%

2.07 212,830
Securitized