Virtus Newfleet Low Duration Core Plus’ substantial new resources bolster the team and provide additional securitized research depth, underpinning Morningstar Medalist Ratings of Neutral and Negative, depending on fees.
- NAV / 1-Day Return 10.34 / 0.33 %
- Total Assets 401.7 Mil
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Adj. Expense Ratio
- Expense Ratio 0.500%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Short-Term Bond
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 3.54%
- Effective Duration 2.08 years
Morningstar’s Analysis HIBIX
Will HIBIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 435
- Other Holdings 8
- % Assets in Top 10 Holdings 10.9