Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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 21 of 21 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 Convertible Inst | ANNPX | Convertibles | 4.37% | 51 | 0.710% | Below Average | Institutional | $1.0 Mil | ||
| Virtus Convertible R6 | VAADX | Convertibles | 4.43% | 41 | 0.620% | Below Average | Retirement, Large | $2.5 Mil | ||
| Virtus Duff & Phelps Glb Rl Estt Secs I | VGISX | Global Real Estate | 2.19% | 30 | 1.150% | High | Institutional | $100,000 | ||
| Virtus Duff & Phelps Real Estate Secs R6 | VRREX | Real Estate | 5.26% | 21 | 0.790% | Below Average | Retirement, Large | $2.5 Mil | ||
| Virtus KAR Emerging Markets Small-Cap I | VIESX | Diversified Emerging Mkts | 4.39% | 71 | 1.500% | High | Institutional | $100,000 | ||
| Virtus KAR Mid-Cap Core A | VMACX | Mid-Cap Growth | 2.94% | 74 | 1.200% | Average | Front Load | $2,500 | ||
| Virtus KAR Mid-Cap Core C | VMCCX | Mid-Cap Growth | 2.51% | 77 | 1.950% | Above Average | Level Load | $2,500 | ||
| Virtus KAR Mid-Cap Core I | VIMCX | Mid-Cap Growth | 3.09% | 73 | 0.950% | Above Average | Institutional | $100,000 | ||
| Virtus KAR Mid-Cap Core R6 | VRMCX | Mid-Cap Growth | 3.13% | 73 | 0.870% | Above Average | Retirement, Large | $2.5 Mil | ||
| Virtus KAR Small-Cap Core A | PKSAX | Mid-Cap Growth | 11.25% | 17 | 1.270% | Above Average | Front Load | $2,500 | ||
| Virtus KAR Small-Cap Core C | PKSCX | Mid-Cap Growth | 10.79% | 19 | 1.990% | Above Average | Level Load | $2,500 | ||
| Virtus KAR Small-Cap Core I | PKSFX | Mid-Cap Growth | 11.41% | 17 | 1.000% | High | Institutional | $100,000 | ||
| Virtus KAR Small-Cap Core R6 | VSCRX | Mid-Cap Growth | 11.47% | 16 | 0.920% | High | Retirement, Large | $2.5 Mil | ||
| Virtus Newfleet Core Plus Bond R6 | VBFRX | Intermediate Core-Plus Bond | — | 2.19% | 18 | 0.410% | Average | Retirement, Large | $2.5 Mil | |
| Virtus Newfleet Short Dur H Inc Instl | ASHIX | High Yield Bond | — | 4.10% | 58 | 0.600% | Below Average | Institutional | $1.0 Mil | |
| Virtus Newfleet Short Dur H Inc R6 | ASHSX | High Yield Bond | — | 4.11% | 57 | 0.550% | Below Average | Retirement, Large | — | |
| Virtus Silvant Focused Growth R6 | AFGFX | Large Growth | 21.57% | 3 | 0.620% | Average | Retirement, Large | $2.5 Mil | ||
| Virtus Silvant Large-Cap Growth Stk I | STCAX | Large Growth | 19.29% | 15 | 0.770% | Above Average | Institutional | $100,000 | ||
| Virtus Silvant Large-Cap Growth Stk R6 | STCZX | Large Growth | 19.30% | 15 | 0.720% | Above Average | Retirement, Large | $2.5 Mil | ||
| Virtus Westchester Credit Event Fd A | WCFRX | Nontraditional Bond | — | 4.01% | 37 | 1.840% | High | Front Load | $2,500 | |
| Virtus Westchester Credit Event Fd I | WCFIX | Nontraditional Bond | — | 4.11% | 34 | 1.590% | High | Institutional | $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
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank