Morningstar

Virtus Private Credit ETF VPC

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

Morningstar’s Analysis VPC

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Virtus Private Credit ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VPC

More VPC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

6.32 2M
Cash and Equivalents

BlackRock TCP Capital Corp

3.74 1M
Financial Services

Eagle Point Credit Co

3.60 964,248
—

Horizon Technology Finance Corp

2.68 717,215
Financial Services

FS KKR Capital Corp

2.58 691,269
Financial Services

CION Invt Corp Ordinary Shares

2.37 634,851
Financial Services

Prospect Capital Corp

2.25 603,368
Financial Services

MidCap Financial Investment Corp

2.07 554,317
Financial Services

New Mountain Finance Corp

2.06 550,632
Financial Services

Invesco Senior Income Trust

2.00 536,897
—

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