SFRZX – Fund Analysis – Virtus Seix Floating Rate High Inc R6 | Morningstar

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Will SFRZX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SFRZX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Conservative yet compelling.

Analyst Saraja Samant

Saraja Samant

Analyst

Summary

Strong management and rigorous implementation of a sound process keep Virtus Seix Floating Rate High Income sailing smoothly more often than not through volatile markets.

by Saraja Samant

Rated on Dec 5, 2023 Published on Dec 5, 2023

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