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Virtus Newfleet Senior Floating Rate A PSFRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis PSFRX

Will PSFRX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PSFRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PSFRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PSFRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Liquidity matters with loans.

Associate Analyst Max Curtin

Max Curtin

Associate Analyst

Summary

Virtus Newfleet Senior Floating Rate stands to benefit from a recent influx of research resources, but the team’s approach to managing asset flows provides pause.

by Max Curtin
Rated on Published on

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