Morningstar

Virtus Seix Senior Loan ETF SEIX

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

Morningstar’s Analysis SEIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Seix Senior Loan 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 SEIX

More SEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

15.85 54M
Cash and Equivalents

Transocean International Ltd. 7.5%

1.03 3M
Corporate

Zacapa 03/22/29 Term Loan

1.01 3M
Corporate

Pitney Bowe 01/31/32 Term Loan

0.87 3M
Corporate

Lifepoint Health Inc 06/10/33

0.86 3M
Corporate

Wh Borrower Llc 02/20/32 Term Loan

0.72 2M
Corporate

Weekley Homes LLC/Weekley Finance Corp. 6.75%

0.70 2M
Corporate

Goodnight Water Solutions Hldg 06/04/29 Term Loan

0.70 2M
Corporate

Arc Falcon 09/30/29 Term Loan

0.68 2M
Corporate

First Adva 10/31/31 Term Loan

0.66 2M
Corporate

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