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Virtus Seix Total Return Bond A CBPSX

Quantitative rating as of
  • NAV / 1-Day Return 10.10  /  0.61 %
  • Total Assets 205.7 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.93%
  • Effective Duration 6.34 years

Morningstar’s Analysis CBPSX

Will CBPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in Virtus Seix Total Return Bond A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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