SEIX – Virtus Seix Senior Loan ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a high level of current income. The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a combination of first- and second-lien senior floating rate loans. These loans are made by banks and other large financial institutions to various companies and are senior in the borrowing companies' capital structure. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SEIX	Virtus Seix Senior Loan ETF	ETF	Open			Apr 23, 2019	$296.08M	0.560%	—	—	−$38.08M

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