About SAVCX
Virtus Newfleet Core Plus Bond Fund Class C is an open-end mutual fund focused on providing a total return through a combination of current income and capital appreciation. The fund primarily invests in higher-quality, intermediate-term debt securities and employs a multi-sector strategy that allocates across 14 different global bond segments. This approach goes beyond traditional core bond market sectors, including exposures to government, corporate, and securitized debt, and may incorporate non-core investments such as high yield, bank loans, and emerging-markets debt for enhanced diversification and potential return sources. Managed by Newfleet Asset Management—a team with over 30 years of experience—the fund utilizes active sector rotation, disciplined risk management, and extensive fundamental research, combining both top-down and bottom-up analysis. Positioned within the intermediate core-plus bond category, the fund aims for a duration-neutral, diversified portfolio that seeks to outperform its benchmark and peer group by capitalizing on relative value opportunities throughout the fixed income market.
Fund Family Virtus
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SAVCX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
SAVCX had a total return of -2.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.07%.
