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Virtus Newfleet Short Dur H Inc Instl ASHIX Fund Analysis

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

Morningstar’s Analysis ASHIX

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

  • People Pillar

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

This ship has steadied after a 2022 subadvisor change.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Virtus Newfleet Short Duration High Income is on solid footing after navigating through an unexpected 2022 subadvisor change, particularly after welcoming an influx of leveraged finance researchers the following year.

by Max Curtin
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