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Morningstar

Virtus Mutual Funds

View all of Virtus’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Virtus Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 23 of 23 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Virtus AlphaSimplex Mgd Futs Strat IASFYXSystematic Trend—8.88%461.450%Below AverageInstitutional$100,000
Virtus Convertible AdminANNAXConvertibles1.89%320.930%Above AverageInstitutional$1.0 Mil
Virtus Convertible InstANNPXConvertibles1.99%310.710%Below AverageInstitutional$1.0 Mil
Virtus Convertible PANCMXConvertibles1.99%320.710%Below AverageInstitutional$1.0 Mil
Virtus Convertible R6VAADXConvertibles2.01%300.620%Below AverageRetirement, Large$2.5 Mil
Virtus KAR Emerging Markets Small-Cap AVAESXDiversified Emerging Mkts5.46%471.790%HighFront Load$2,500
Virtus KAR Emerging Markets Small-Cap IVIESXDiversified Emerging Mkts5.54%441.500%HighInstitutional$100,000
Virtus KAR Mid-Cap Core AVMACXMid-Cap Growth2.08%841.200%AverageFront Load$2,500
Virtus KAR Mid-Cap Core CVMCCXMid-Cap Growth1.34%861.950%Above AverageLevel Load$2,500
Virtus KAR Mid-Cap Core IVIMCXMid-Cap Growth1.70%840.950%Above AverageInstitutional$100,000
Virtus KAR Mid-Cap Core R6VRMCXMid-Cap Growth1.72%830.870%Above AverageRetirement, Large$2.5 Mil
Virtus KAR Small-Cap Core APKSAXMid-Cap Growth3.41%631.270%Above AverageFront Load$2,500
Virtus KAR Small-Cap Core CPKSCXMid-Cap Growth3.17%661.990%Above AverageLevel Load$2,500
Virtus KAR Small-Cap Core IPKSFXMid-Cap Growth3.42%731.000%Above AverageInstitutional$100,000
Virtus KAR Small-Cap Core R6VSCRXMid-Cap Growth3.54%610.920%HighRetirement, Large$2.5 Mil
Virtus Newfleet Core Plus Bond ISAVYXIntermediate Core-Plus Bond—−0.45%140.530%Above AverageInstitutional$100,000
Virtus Newfleet Core Plus Bond R6VBFRXIntermediate Core-Plus Bond—−0.41%140.430%AverageRetirement, Large$2.5 Mil
Virtus Newfleet Multi-Sector S/T Bd IPIMSXShort-Term Bond—1.74%100.650%HighInstitutional$100,000
Virtus Newfleet Short Dur H Inc InstlASHIXHigh Yield Bond—1.62%530.600%Below AverageInstitutional$1.0 Mil
Virtus Newfleet Short Dur H Inc PASHPXHigh Yield Bond—1.61%530.650%Below AverageInstitutional$1.0 Mil
Virtus Newfleet Short Dur H Inc R6ASHSXHigh Yield Bond—1.63%530.550%Below AverageRetirement, Large—
Virtus Westchester Credit Event Fd AWCFRXNontraditional Bond—2.23%291.840%HighFront Load$2,500
Virtus Westchester Credit Event Fd IWCFIXNontraditional Bond—2.28%261.590%HighInstitutional$100,000

Virtus Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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