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.
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 1
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Pershing FundCenter
- JPMorgan
- (Junk)CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Schwab Institutional Only
- Raymond James
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- DailyAccess Corporation FRIAG
- Scottrade TF
- TD Ameritrade Institutional
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- H Beck Inc.
- Securities America Inc.
- Vanguard TF
- DailyAccess Corporation Matrix
- LPL SWM
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (PPS/Advisory)
- Avantax
- Allowab (non-advisory)
Fund Summary
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.
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Virtus |
| Net Assets | 494.63M |
| YTD Return | 2.08% |
| Yield | 4.25% |
| Morningstar Rating | |
| Inception Date | Jul 01, 1998 |
Performance & Risk
| YTD Return | 1.89% |
| 5y Average Return | 0.53% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
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