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Virtus Private Credit ETF VPC

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

Morningstar’s Analysis VPC

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

  • People Pillar

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

Virtus Private Credit ETF's recent fee hike drives a downgrade to this strategy's Morningstar Medalist Rating to Negative from Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VPC

More VPC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock TCP Capital Corp

3.77 1.7 Mil
Financial Services

Oxford Lane Capital Corp

3.16 1.4 Mil
—

XAI Octagon FR & Alternative Inc Trust

2.28 1.0 Mil
—

FS KKR Capital Corp

2.20 979,307
Financial Services

Goldman Sachs BDC Inc

2.18 970,163
Financial Services

TriplePoint Venture Growth BDC Corp BDC

2.13 948,150
Financial Services

WhiteHorse Finance Inc

2.12 944,975
Financial Services

Stellus Capital Investment Corp BDC

2.07 922,668
Financial Services

SLR Investment Corp

2.06 915,127
Financial Services

Prospect Capital Corp

2.03 903,523
Financial Services