Virtus Newfleet Senior Floating Rate Fund Class C PFSRX

Morningstar Medalist Rating

Morningstar’s Analysis PFSRX

Will PFSRX outperform in the future?

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

Size matters with bank-loan strategies.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Virtus Newfleet Senior Floating Rate faces unique challenges in the bank-loan market as a function of its relatively small size. This leads to a downgrade of the strategy’s Process rating to Below Average from Average.

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