3 / 5 Stars
5 5 2 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#12 in Multisector Bond
U.S. News evaluated 80 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.56 percent over the past year, 6.74 percent over the past three years, 10.79 percent over the past five years, and 6.98 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||10.8%|
|10 Years (Annualized)||7.0%|
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 designed to capitalize on opportunities across undervalued sectors of the bond market. The portfolio seeks diversification among 14 sectors in an effort to increase return potential and reduce risk. It invests at least 80% of its assets in bonds, which are debt securities of various types of issuers.
Fees are Low compared to funds in the same category.
Virtus Multi-Sector Intermediate Bond Fund has an expense ratio of 1.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.