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Virtus Seix Investment Grade Tx-Ex Bd I STTBX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 11.04  /  0.19 %
  • Total Assets 167.7 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.530%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.52%
  • Effective Duration 5.30 years

Morningstar’s Analysis STTBX

Will STTBX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus Seix Investment Grade Tx-Ex Bd I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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