Morningstar

Virtus Newfleet Short Dur Cor Pls Bd ETF SDCP

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

Morningstar’s Analysis SDCP

Will SDCP 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 SDCP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SDCP 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 SDCP’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Virtus Newfleet Short Dur Cor Pls Bd ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDCP

More SDCP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OBX 2023-NQM5 TRUST 6.567%

2.99 328,790
Securitized

GLS AUTO SELECT RECEIVABLES TRUST 2023-2 6.38%

2.83 311,124
Securitized

American Homes 4 Rent 3.467%

2.76 304,324
Securitized

FOURSIGHT CAPITAL AUTOMOBILE RECEIVABLES TRUST 2023-1 5.39%

2.73 300,586
Securitized

HOMES 2023-NQM2 TRUST 6.456%

2.49 274,317
Securitized

COLT 2023-3 MORTGAGE LOAN TRUST 7.18%

2.35 258,894
Securitized

Metlife Sec Trust 3.75%

2.17 238,763
Securitized

United States Treasury Notes 4%

2.04 224,323
Government

United States Treasury Notes 3.75%

2.01 221,109
Government

OPORTUN ISSUANCE TRUST 2.18%

1.98 218,435
Securitized

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