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Virtus Newfleet Short Dur H Inc Instl ASHIX

Analyst rating as of
NAV / 1-Day Return
13.08  /  0.31 %
Total Assets
546.5 Mil
Adj. Expense Ratio
0.600%
Expense Ratio
0.600%
Fee Level
Below Average
Longest Manager Tenure
0.35 years
Category
High Yield Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
6.15%
Effective Duration
2.35 years

Morningstar’s Fund Analysis ASHIX

Will ASHIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Recent subadvisor change creates uncertainty.

Associate Analyst

Summary

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Virtus Newfleet Short Duration High Income is a unique high-yield offering, but its new management team brings uncertainty. It earns a Morningstar Analyst Rating of Neutral for its cheaper share classes and a downgrade to Negative for more expensive A and C shares.

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