Advertisement
Skip to Content
Morningstar

Virtus Newfleet Low Dur Cor Pl Bd A HIMZX Fund Analysis

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

Morningstar’s Analysis HIMZX

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

People Pillar

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

Added research resources are encouraging, but still fresh.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

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.

by Max Curtin
Rated on Published on

Unlock our full analysis with Morningstar Investor