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.
Will HIMZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of HIMZX’s parent organization’s priorities and whether they’re in line with investors’ interests.