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Virtus Newfleet Low Dur Cor Pl Bd A HIMZX

Analyst rating as of
  • NAV / 1-Day Return 10.30  /  0.20 %
  • Total Assets 482.4 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.85%
  • Effective Duration 1.96 years

Morningstar’s Analysis HIMZX

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

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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. Its cheapest share classes earn a Morningstar Analyst Rating of Neutral, while its most-expensive share class is rated Negative.

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