Morningstar

Virtus Newfleet Short Duration High Yield Bond ETF VSHY

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

Morningstar’s Analysis VSHY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Newfleet Short Dur Hi Yld Bd ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VSHY

More VSHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blue Owl Credit Income Corp. 3.125%

1.30 398,407
Cash and Equivalents

Sunoco LP 7%

1.22 373,381
Corporate

Alliance Resource Operating Partners LP/Alliance Resource Finance Corp 8.62

1.22 372,358
Corporate

Cash

1.18 361,227
Cash and Equivalents

MidCap Financial Issuer Trust 6.5%

1.16 355,318
Corporate

Hilcorp Energy I L.P/Hilcorp Finance Co 5.75%

1.14 349,920
Corporate

Teine Energy Ltd 6.875%

1.13 346,464
Corporate

Weekley Homes LLC/Weekley Finance Corp. 4.875%

1.13 345,804
Corporate

Buckeye Partners LP 6.75%

1.13 345,711
Corporate

Medline Borrower LP 5.25%

1.12 343,061
Corporate

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