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Upturn AI SWOT - About
Virtus Newfleet Multi-Sector Bond ETF (NFLT)
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Upturn Advisory Summary
08/14/2025: NFLT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.61% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.73 | 52 Weeks Range 20.90 - 23.35 | Updated Date 06/29/2025 |
52 Weeks Range 20.90 - 23.35 | Updated Date 06/29/2025 |
Upturn AI SWOT
Virtus Newfleet Multi-Sector Bond ETF
ETF Overview
Overview
Virtus Newfleet Multi-Sector Bond ETF (FLMB) seeks to provide current income and, secondarily, long-term capital appreciation by investing in a diversified portfolio of fixed-income securities across various sectors.
Reputation and Reliability
Virtus Investment Partners is a well-established asset management firm with a history of offering diverse investment solutions.
Management Expertise
Newfleet Asset Management, a division of Virtus, specializes in fixed-income investing with an experienced team managing the ETF.
Investment Objective
Goal
To provide current income and secondarily, long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but employs an active management strategy.
Composition The ETF holds a diversified portfolio of fixed-income securities, including U.S. government and agency securities, corporate bonds, mortgage-backed securities, asset-backed securities, and high-yield bonds.
Market Position
Market Share: Data not available to calculate accurate market share.
Total Net Assets (AUM): 204800000
Competitors
Key Competitors
- AGG
- BND
- LQD
- HYG
- MBB
Competitive Landscape
The multi-sector bond ETF market is competitive, with large, established funds like AGG and BND dominating in terms of AUM. FLMB differentiates itself through its active management and multi-sector approach. FLMB's active strategy may provide higher returns than its competitors.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Performance needs to be compared against a relevant multi-sector bond benchmark index for accurate evaluation.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
FLMB's average trading volume can vary depending on market conditions. Please refer to recent market data.
Bid-Ask Spread
Bid-ask spread details for FLMB can be found on financial data providers.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence the performance of FLMB's fixed-income holdings.
Growth Trajectory
Growth depends on successful active management and the ability to navigate changing market conditions.
Moat and Competitive Advantages
Competitive Edge
FLMB's competitive advantage lies in its active management team's ability to allocate assets across diverse sectors to enhance returns. Its multi-sector approach allows flexibility to capitalize on opportunities in different segments of the bond market. Newfleet's expertise in fixed-income can help it outperform passive indexes, although past performance is not indicative of future results.
Risk Analysis
Volatility
FLMB's volatility depends on the credit quality and maturity of its underlying bond holdings.
Market Risk
FLMB is exposed to interest rate risk, credit risk, and liquidity risk associated with its fixed-income investments.
Investor Profile
Ideal Investor Profile
FLMB is suitable for investors seeking current income and moderate capital appreciation, who are comfortable with the risks associated with fixed-income investing.
Market Risk
FLMB may be suitable for long-term investors seeking diversification in their fixed-income portfolios.
Summary
Virtus Newfleet Multi-Sector Bond ETF (FLMB) is an actively managed ETF focused on providing current income and capital appreciation by investing in a variety of fixed-income securities. It offers diversification across different bond sectors and aims to outperform passive strategies through active management. The ETF is suitable for investors seeking fixed-income exposure with an actively managed approach. Investors need to consider the expense ratio, liquidity, and risks associated with fixed-income investments. Investors also need to consider the fees and expenses with this ETF when making their decision.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners Website
- ETF.com
- Morningstar.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Market share and performance data are subject to change. Investors should conduct their own due diligence before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Virtus Newfleet Multi-Sector Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in bonds. The Sub-Adviser seeks to select securities using a sector rotation approach and seeks to adjust the proportion of fund investments in various sectors and sub-sectors in an effort to obtain higher relative returns.
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