| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
4
2
2
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 81 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 9.98 percent over the past year, 8.94 percent over the past three years, 7.77 percent over the past five years, and 6.15 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 1.4% |
| 1 Year | 10.0% |
| 3 Years (Annualized) | 8.9% |
| 5 Years (Annualized) | 7.8% |
| 10 Years (Annualized) | 6.1% |
Summary
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 to capitalize on opportunities across undervalued sectors of the bond market. Under normal circumstances, it invests at least 80% of its assets in bonds, which are debt securities of various types of issuers. The fund seeks to achieve its objective by investing in a diversified portfolio of primarily intermediate-term bonds having a dollar-weighted average maturity of between three and 10 years.
Fees
Fees are Above Average compared to funds in the same category.
Virtus Multi-Sector Fixed Intermediate Bond Fund has an expense ratio of 1.88 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
