Virtus Newfleet Senior Floating Rate benefits from an experienced team, yet thin supporting resources and a liquidity strategy that adds risk during stress periods supports a Morningstar Analyst Rating of Neutral for its cheapest share classes, while its most expensive share class earns a Negative rating.
Will PSFIX 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 PSFIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PSFIX 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 PSFIX’s parent organization’s priorities and whether they’re in line with investors’ interests.