NAMFX – Virtus Newfleet Multi-Sect Intrmdt Bd A Investment Strategy | Morningstar

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Strategy

The investment seeks to maximize current income while preserving capital. The fund seeks to generate high current income and total return while preserving capital by applying extensive credit research and a time-tested approach designed to capitalize on opportunities across undervalued sectors of the bond market. The portfolio seeks diversification among 14 sectors in an effort to increase return potential and reduce risk. It invests at least 80% of its assets in bonds, which are debt securities of various types of issuers.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VMFIX	Virtus Newfleet Multi-Sector Intermediate Bond Fund Class I	Institutional	Open			Oct 1, 2009	$739.16M	0.740%	Above Average	$100,000	$75.94M
NAMFX	Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A	Front Load	Open			Dec 15, 1989	$79.78M	0.990%	Above Average	$2,500	−$4.39M
NCMFX	Virtus Newfleet Multi-Sector Intermediate Bond Fund Class C	Level Load	Closed			Oct 14, 1997	$10.51M	1.740%	Above Average	$2,500	$991,675.71
VMFRX	Virtus Newfleet Multi-Sector Intermediate Bond Fund Class R6	Retirement, Large	Open			Nov 12, 2014	$65.76M	0.600%	Average	$0	−$7.01M

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