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Virtus Newfleet Low Dur Cor Pl Bd I HIBIX

Analyst rating as of
NAV / 1-Day Return
10.97  /  0.09 %
Total Assets
647.0 Mil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Above Average
Longest Manager Tenure
8.81 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
2.14%
Effective Duration
1.75 years
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Morningstar’s Analysis

Will HIBIX outperform in future?

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

A credit-focused short-term offering.

Summary

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Virtus Newfleet Low Duration Core Plus’ experienced managers apply a multisector approach that relies heavily on credit, but the team lacks strength in numbers in some areas. It earns a Morningstar Analyst Rating of Neutral for its cheapest share classes, while its most expensive share class is rated Negative.

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