About CBPSX
Virtus Seix Total Return Bond Fund Class A is a mutual fund focused on intermediate core bond investments. Its primary objective is to maximize total return by combining current income with capital appreciation, achieved through active management of a broadly diversified bond portfolio. The fund invests across various fixed income sectors, including corporate bonds, U.S. Treasury securities, asset-backed securities, mortgage-backed securities, government agency debentures, and floating rate loans. This structure allows for risk diversification and exposure to multiple segments of the U.S. bond market. The fund employs a bottom-up research process, informed by broader macroeconomic analysis, to seek superior risk-adjusted returns across market cycles. With significant allocations to residential mortgage-backed securities, U.S. Treasury bonds, and corporate debt, the fund plays a key role for investors seeking balanced fixed income exposure and consistent income generation, while aiming for capital preservation and growth within the fixed income universe.
Fund Family Virtus
Category Intermediate Core Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CBPSX
Share Class Class A
Index Bloomberg U.S. Aggregate Bond TR
CBPSX had a total return of -1.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.67%.
