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Virtus Seix Core Bond A STGIX

Quantitative rating as of | See Virtus Investment Hub
  • NAV / 1-Day Return 9.67  /  0.80 %
  • Total Assets 61.4 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.40%
  • Effective Duration 6.12 years

Morningstar’s Analysis STGIX

Will STGIX 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 Core Bond A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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