Skip to Content

Virtus Newfleet Low Dur Cor Pl Bd A HIMZX

Analyst rating as of
NAV / 1-Day Return
10.82  /  0.10 %
Total Assets
795.4 Mil
Adj. Expense Ratio
0.760%
Expense Ratio
0.760%
Fee Level
Average
Longest Manager Tenure
9.68 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
1.28%
Effective Duration
1.94 years
Premium

Morningstar’s Analysis

Will HIMZX outperform in future?

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

A credit-focused short-term offering.

Summary

| |

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.

Unlock our full analysis with Morningstar Premium