Virtus Multi-Sector Intermediate Bond Fund

Scorecard
2 / 5 Stars
Lipper
3 3 2 2 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

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.

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Performance

The fund has returned 2.46 percent over the past year, 5.36 percent over the past three years, 12.61 percent over the past five years, and 5.52 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.4%
1 Year 2.5%
3 Years (Annualized) 5.4%
5 Years (Annualized) 12.6%
10 Years (Annualized) 5.5%

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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 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

Fees are Above Average compared to funds in the same category.
Virtus Multi-Sector Intermediate Bond Fund has an expense ratio of 1.85 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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