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Virtus Siex Tax-Exempt Bond C PXCZX

Quantitative rating as of
  • NAV / 1-Day Return 10.40  /  0.01 %
  • Total Assets 73.0 Mil
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.580%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.56%
  • Effective Duration 4.88 years

Morningstar’s Analysis PXCZX

Will PXCZX outperform in future?

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

Summary

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Weakness in Virtus Newfleet Tax-Exempt Bond C's People and Process Pillar ratings limits 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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