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Virtus Seix Floating Rate High Inc I SAMBX

Analyst rating as of
NAV / 1-Day Return
8.21  /  0.11 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.620%
Expense Ratio
0.620%
Fee Level
Low
Longest Manager Tenure
15.18 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
100,000
Status
Open
TTM Yield
3.70%
Effective Duration
0.47 years
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Morningstar’s Analysis

Will SAMBX outperform in future?

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

Its seasoned team makes this strategy a solid choice among bank-loan funds.

Summary

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Virtus Seix Floating Rate High Income’s veteran management team and consistent credit research-focused approach supports a Morningstar Analyst Rating of Bronze for the cheapest R6 share class. The more expensive share classes are rated Neutral.

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