Nasdaq - Delayed Quote USD

Virtus Newfleet Core Plus Bond C (SAVCX)

9.79
+0.02
+(0.20%)
As of 8:07:12 AM EDT. Market Open.
Loading Chart for SAVCX
  • Previous Close 9.77
  • YTD Return 2.08%
  • Expense Ratio 1.45%
  • Category Intermediate Core-Plus Bond
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 494.63M
  • Beta (5Y Monthly) 0.89
  • Yield 4.25%
  • 5y Average Return --
  • Holdings Turnover 50.00%
  • Last Dividend 0.10
  • Inception Date Jul 1, 1998

The fund seeks to generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across 14 fixed income sectors. It seeks to achieve its objective by applying a time-tested approach of active sector rotation, extensive credit research and disciplined risk management designed to capitalize on opportunities across undervalued areas of the fixed income markets.

Virtus

Fund Family

Intermediate Core-Plus Bond

Fund Category

494.63M

Net Assets

1998-07-01

Inception Date

Performance Overview: SAVCX

View More

Trailing returns as of 4/28/2025. Category is Intermediate Core-Plus Bond.

YTD Return

SAVCX
2.08%
Category
0.61%
 

1-Year Return

SAVCX
4.23%
Category
3.06%
 

3-Year Return

SAVCX
0.56%
Category
5.69%
 

5-Year Return

SAVCX
1.11%
Category
3.75%
 

People Also Watch

Holdings: SAVCX

View More

Sector Weightings

SectorSAVCX
Healthcare   100.00%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: SAVCX

View More

Research Reports: SAVCX

View More

Top Mutual Funds