Virtus Newfleet Short Dur Cor Pls Bd ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Virtus Newfleet Short Duration Core Plus Bond ETF SDCP
Morningstar’s Analysis SDCP
Will SDCP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 3.75% | 2.74 | 349,125 | Government |
Cash | 2.46 | 314,192 | Cash and Equivalents |
GLS AUTO SELECT RECEIVABLES TRUST 2 6.38% | 2.29 | 292,899 | Securitized |
United States Treasury Notes 4% | 1.95 | 248,760 | Government |
Federal Home Loan Mortgage Corp. 5% | 1.84 | 234,823 | Securitized |
United States Treasury Notes 4% | 1.72 | 219,231 | Government |
United States Treasury Notes 3.5% | 1.71 | 218,466 | Government |
Discover Card Execution Note Trust 4.93% | 1.61 | 205,060 | Securitized |
Carvana Auto Receivables Trust 2023-P3 6.59% | 1.59 | 203,084 | Securitized |
OBX 2023-NQM5 TRUST 6.567% | 1.47 | 187,704 | Securitized |
United States