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 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.

Strength in Virtus Private Credit ETF's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OFS Credit Company Inc

4.54 2.1 Mil
—

TriplePoint Venture Growth BDC Corp BDC

3.02 1.4 Mil
Financial Services

Bny Mellon Cash Reserve Usd

2.75 1.3 Mil
Cash and Equivalents

Eagle Point Credit Co LLC

2.71 1.2 Mil
—

Prospect Capital Corp

2.41 1.1 Mil
Financial Services

XAI Octagon FR & Alternative Inc Trust

2.14 982,666
—

Runway Growth Finance Corp Ordinary Shares

2.05 942,022
Financial Services

Goldman Sachs BDC Inc

2.05 940,581
Financial Services

FS KKR Capital Corp

2.03 929,466
Financial Services

BlackRock Innovat and Growth Term ord

2.00 916,878
—

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