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Virtus Seix Short-Term Municipal Bond I CMDTX

Quantitative rating as of
NAV / 1-Day Return
9.47  /  0.01 %
Total Assets
4.0 Mil
Adj. Expense Ratio
0.370%
Expense Ratio
0.370%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Muni National Short
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.01%
Effective Duration
1.65 years

Morningstar’s Analysis CMDTX

Will CMDTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Virtus Seix Short-Term Municipal Bond I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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