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Virtus Newfleet Low Dur Cor Pl Bd I HIBIX Fund Analysis

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

Morningstar’s Analysis HIBIX

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

  • People Pillar

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

Solid short-term bond exposure with a bend toward securitized credit.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Virtus Newfleet Low Duration Core Plus' recent influx of resources is welcomed, and the group is well-positioned to carry out this credit-focused short-term bond offering.

by Max Curtin
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