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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 25 of 25 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 Trend9.76%441.450%Below AverageInstitutional$100,000
Virtus Convertible InstANNPXConvertibles−0.20%650.710%Below AverageInstitutional$1.0 Mil
Virtus Convertible PANCMXConvertibles−1.30%660.710%Below AverageInstitutional$1.0 Mil
Virtus Convertible R6VAADXConvertibles−1.26%630.620%Below AverageRetirement, Large$2.5 Mil
Virtus Duff & Phelps Real Asset IVADIXGlobal Allocation0.69%611.050%HighInstitutional$100,000
Virtus Duff & Phelps Real Asset R6VAABXGlobal Allocation1.30%641.000%HighRetirement, Large$2.5 Mil
Virtus KAR Emerging Markets Small-Cap AVAESXDiversified Emerging Mkts0.27%471.790%HighFront Load$2,500
Virtus KAR Emerging Markets Small-Cap CVCESXDiversified Emerging Mkts0.63%562.530%HighLevel Load$2,500
Virtus KAR Emerging Markets Small-Cap IVIESXDiversified Emerging Mkts0.54%511.500%HighInstitutional$100,000
Virtus KAR Mid-Cap Core AVMACXMid-Cap Growth0.57%821.200%AverageFront Load$2,500
Virtus KAR Mid-Cap Core CVMCCXMid-Cap Growth0.33%831.950%Above AverageLevel Load$2,500
Virtus KAR Mid-Cap Core IVIMCXMid-Cap Growth0.64%770.950%Above AverageInstitutional$100,000
Virtus KAR Mid-Cap Core R6VRMCXMid-Cap Growth−0.65%780.870%Above AverageRetirement, Large$2.5 Mil
Virtus KAR Small-Cap Core APKSAXMid-Cap Growth0.79%771.270%Above AverageFront Load$2,500
Virtus KAR Small-Cap Core CPKSCXMid-Cap Growth0.59%621.990%Above AverageLevel Load$2,500
Virtus KAR Small-Cap Core IPKSFXMid-Cap Growth1.27%731.000%Above AverageInstitutional$100,000
Virtus KAR Small-Cap Core R6VSCRXMid-Cap Growth1.30%730.920%HighRetirement, Large$2.5 Mil
Virtus KAR Small-Mid Cap Core IVKSIXMid-Cap Growth761.020%HighInstitutional$100,000
Virtus KAR Small-Mid Cap Core R6VKSRXMid-Cap Growth−0.75%690.930%HighRetirement, Large$2.5 Mil
Virtus Newfleet Core Plus Bond ISAVYXIntermediate Core-Plus Bond−1.35%120.530%Above AverageInstitutional$100,000
Virtus Newfleet Core Plus Bond R6VBFRXIntermediate Core-Plus Bond−1.42%150.430%AverageRetirement, Large$2.5 Mil
Virtus Newfleet Multi-Sector S/T Bd IPIMSXShort-Term Bond1.08%170.650%HighInstitutional$100,000
Virtus Silvant Focused Growth R6AFGFXLarge Growth8.66%160.620%AverageRetirement, Large$2.5 Mil
Virtus Westchester Credit Event Fd AWCFRXNontraditional Bond1.43%321.720%HighFront Load$2,500
Virtus Westchester Credit Event Fd IWCFIXNontraditional Bond1.55%281.470%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

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