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Virtus Newfleet Short Dur H Inc R6 ASHSX Fund Analysis

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

Morningstar’s Analysis ASHSX

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

  • People Pillar

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

Changes remain fresh.

Associate Analyst Elizabeth Templeton

Elizabeth Templeton

Associate Analyst

Summary

Virtus Newfleet Short Duration High Income’s management team has now had a year to adjust after the initial shock of unexpectedly welcoming a new subadvisor, which results in more confidence in this process.

by Elizabeth Templeton
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