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Virtus Newfleet Multi-Sect Intrmdt Bd I VMFIX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 9.16  /  0.45 %
  • Total Assets 260.6 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.740%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 4.83%
  • Effective Duration 3.54 years

Morningstar’s Analysis VMFIX

Will VMFIX outperform in future?

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

Summary

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Virtus Newfleet Multi-Sect Intrmdt Bd I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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