Morningstar

Virtus Newfleet Short Duration Core Plus Bond ETF SDCP

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

Morningstar’s Analysis SDCP

Will SDCP outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Newfleet Short Dur Cor Pls Bd ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

3.39 443,835
Cash and Equivalents

United States Treasury Notes 3.75%

3.15 412,397
Government

United States Treasury Notes 3.5%

2.15 281,763
Government

United States Treasury Notes 4%

1.85 242,275
Government

United States Treasury Notes 4%

1.64 214,513
Government

Federal Home Loan Mortgage Corp. 5%

1.62 213,017
Securitized

Carvana Auto Receivables Trust 2023-P3 6.59%

1.54 201,424
Securitized

FORD CREDIT AUTO OWNER TRUST 2024-D 4.61%

1.48 194,047
Securitized

OBX 2026-R3 TRUST 5.731%

1.45 190,749
Securitized

AFFIRM MASTER TRUST 4.45%

1.27 166,743
Securitized

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