Morningstar

Virtus Newfleet Short Dur Hi Yld Bd ETF VSHY

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

Morningstar’s Analysis VSHY

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

  • People Pillar

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

Virtus Newfleet Short Dur Hi Yld Bd ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VSHY

More VSHY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ford Motor Company 3.25%

3.62 81,223
Corporate

Teva Pharmaceutical Finance Netherlands III B.V. 3.15%

2.78 62,359
Corporate

Energy Transfer LP 6.5%

2.67 60,007
Corporate

Weekley Homes LLC/Weekley Finance Corp. 4.875%

2.62 58,797
Corporate

Ladder Capital Finance Holdings LLLP/ Ladder Capital Finance Corp. 4.25%

2.61 58,549
Corporate

Gray Television, Inc. 7%

2.60 58,464
Corporate

ViaSat, Inc. 5.625%

2.41 54,211
Corporate

Coronado Finance Pty Limited 10.75%

2.32 52,016
Corporate

NMG Holding Co Inc. 8.5%

2.27 50,975
Corporate

CITGO Petroleum Corporation 7%

2.18 49,054
Corporate

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