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Virtus Newfleet Multi-Sect Intrmdt Bd C NCMFX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 9.19  /  0.10 %
  • Total Assets 259.2 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.740%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.60%
  • Effective Duration 3.63 years

Morningstar’s Analysis NCMFX

Will NCMFX outperform in future?

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

Summary

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Virtus Newfleet Multi-Sect Intrmdt Bd C's Average People Pillar and Process Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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