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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.

Strength in Virtus Private Credit ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of 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 highest 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 35
  • Bond Holdings 0
  • Other Holdings 28
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Oxford Lane Capital Corp

3.06
1,094,970
—

XAI Octagon FR & Alt Income Term Trust

2.46
877,986
—

Goldman Sachs BDC Inc

2.38
851,252
Financial Services

FS KKR Capital Corp

2.30
822,605
Financial Services

TriplePoint Venture Growth BDC Corp

2.30
821,730
Financial Services

Nuveen Credit Strategies Income

2.21
789,489
—

Prospect Capital Corp

2.20
784,878
Financial Services

SLR Investment Corp

2.16
771,900
Financial Services

PennantPark Floating Rate Capital Ltd

2.08
742,011
Financial Services

KKR Income Opportunities

2.03
725,581
—