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Upturn AI SWOT - About
Virtus Private Credit ETF (VPC)
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Upturn Advisory Summary
03/27/2025: VPC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -6.04% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 48325 | Beta 1 | 52 Weeks Range 19.59 - 22.43 | Updated Date 04/2/2025 |
52 Weeks Range 19.59 - 22.43 | Updated Date 04/2/2025 |
Upturn AI SWOT
Virtus Private Credit ETF
ETF Overview
Overview
The Virtus Private Credit ETF seeks to generate current income and capital appreciation by investing primarily in private credit investments, including direct lending and mezzanine debt, focusing on smaller and middle-market companies.
Reputation and Reliability
Virtus Investment Partners is a well-established asset management firm with a history of providing investment solutions across various asset classes.
Management Expertise
The management team has experience in private credit investing, including sourcing, underwriting, and managing direct lending and mezzanine debt investments.
Investment Objective
Goal
To generate current income and capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an actively managed strategy focused on investing in private credit investments, including direct lending and mezzanine debt.
Composition The ETF primarily holds a diversified portfolio of private credit investments in smaller and middle-market companies. This portfolio is not limited to stocks, bonds, or commodities.
Market Position
Market Share: Data not available
Total Net Assets (AUM): Data not available
Competitors
Key Competitors
Competitive Landscape
The competitive landscape within private credit ETFs is evolving. There are limited ETF options for this asset class, with the field becoming more competitive as demand grows. It is hard to compare the advantages and disadvantages of Virtus Private Credit ETF because of its lack of available data.
Financial Performance
Historical Performance: Historical performance data is not available in this current model.
Benchmark Comparison: Benchmark comparison data not available in this current model.
Expense Ratio: Data not available
Liquidity
Average Trading Volume
Data on the average trading volume is not available at this time.
Bid-Ask Spread
Data on the bid-ask spread is not available at this time.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and the health of smaller and middle-market companies influence the performance of Virtus Private Credit ETF.
Growth Trajectory
Growth trends are tied to the expansion of the private credit market and the ETF's ability to source and manage attractive investment opportunities. Specific holdings or strategy changes are not publicly available at this time.
Moat and Competitive Advantages
Competitive Edge
Virtus Private Credit ETF aims to offer investors access to a traditionally less accessible asset classu2014private credit. The actively managed strategy allows for flexible allocation across private credit investments. Expertise in sourcing and managing private credit deals could provide a competitive advantage. Successful execution of the investment strategy could lead to enhanced returns compared to passive alternatives. However, without concrete performance data, it's challenging to definitively assess its moat.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
Market risk is associated with the creditworthiness of borrowers and the overall performance of the smaller and middle-market companies the ETF invests in. There is also liquidity risk if the underlying private credit investments are difficult to sell.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking higher income potential and capital appreciation from an alternative asset class and is comfortable with the associated risks of private credit investments.
Market Risk
Virtus Private Credit ETF is suitable for long-term investors who understand the risks and illiquidity associated with private credit.
Summary
Virtus Private Credit ETF aims to provide investors with exposure to private credit investments, offering a potential source of income and capital appreciation. It focuses on direct lending and mezzanine debt in smaller and middle-market companies. The actively managed strategy seeks to identify and manage attractive private credit opportunities. However, performance and liquidity data are not currently available to fully assess its suitability. The ETF is best suited for sophisticated investors with a long-term investment horizon and a willingness to accept higher risk.
Similar Companies
Sources and Disclaimers
Data Sources:
- Virtus Investment Partners website.
- ETF Database.
- FactSet.
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your individual financial situation and risk tolerance. Consult with a financial advisor before making any 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 Private Credit 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 assets in component securities of the underlying index. The underlying index is designed to track the performance of U.S.-listed, registered closed-end investment companies that have elected to be regulated as business development companies under the Investment Company Act of 1940, as well as U.S.-listed, non-BDC registered closed-end funds.
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