Virtus Seix Core Bond Fund Class R6 STGZX

Morningstar Medalist Rating

Strategy

The investment seeks to maximize long term total return through a combination of current income and capital appreciation, consistent with capital preservation. The fund invests in various types of income-producing debt instruments including mortgage- and asset-backed securities, government and agency obligations, and corporate obligations. It may invest in debt obligations of U.S. and non-U.S. issuers, including investment grade rated emerging market debt. The fund normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in investment grade fixed income securities.

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
STIGX
Virtus Seix Core Bond Fund Class IInstitutionalOpen $21.15M0.500%Above Average$100,000−$3.26M
STGIX
Virtus Seix Core Bond Fund Class AFront LoadOpen $3.45M0.640%Low$2,500−$605,917.83
STGZX
Virtus Seix Core Bond Fund Class R6Retirement, LargeOpen $85.96M0.360%Below Average$0−$7.51M

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