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Virtus Newfleet Short Dur Hi Yld Bd ETF VSHY

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

Morningstar’s Analysis VSHY

Will VSHY 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 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.

Virtus Newfleet Short Dur Hi Yld Bd ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jp Morgan Usd Govt Money Market Instl

6.10 199,172
Cash and Equivalents

Ford Motor Company 3.25%

2.40 78,279
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

1.87 60,943
Corporate

Energy Transfer LP 6.5%

1.82 59,394
Corporate

LSB Industries Inc 6.25%

1.77 57,895
Corporate

Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. 4.25%

1.74 56,665
Corporate

Weekley Homes LLC/Weekley Finance Corp. 4.875%

1.70 55,387
Corporate

Gray Television, Inc. 7%

1.66 54,223
Corporate

ViaSat, Inc. 5.625%

1.63 53,382
Corporate

Coronado Finance Pty Limited 10.75%

1.59 51,933
Corporate