Morningstar

Virtus Newfleet Senior Floating Rate Fund Class A PSFRX

Medalist Rating as of Apr 27, 2026 See Virtus Investment Hub

Strategy

The investment seeks high total return from both current income and capital appreciation. The fund offers the potential for attractive total return and income by investing primarily in non-investment grade bank loans with a focus on higher quality companies within a rating tier. Under normal circumstances, it will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of senior floating rate loans ("Senior Loans"). The fund may invest up to 15% of total assets in U.S. and non-U.S. dollar denominated foreign securities and foreign Senior Loans, including Yankee bonds.

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
PSFIX	Virtus Newfleet Senior Floating Rate Fund Class I	Institutional	Open			Jan 31, 2008	$83.52M	0.670%	Below Average	$100,000	−$38.66M
PSFRX	Virtus Newfleet Senior Floating Rate Fund Class A	Front Load	Open			Jan 31, 2008	$38.09M	0.920%	Low	$2,500	−$5.97M
PFSRX	Virtus Newfleet Senior Floating Rate Fund Class C	Level Load	Closed			Jan 31, 2008	$2.79M	1.670%	Below Average	$2,500	−$1.31M
VRSFX	Virtus Newfleet Senior Floating Rate Fund Class R6	Retirement, Large	Open			Nov 3, 2016	$693,485.00	0.570%	Low	$0	−$458,865.23

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