About SAVYX
Virtus Newfleet Core Plus Bond Fund Class I is an actively managed mutual fund in the intermediate core-plus bond category, focused on generating total return from a combination of current income and capital appreciation. The fund primarily invests in higher-quality, intermediate-term debt securities while diversifying across up to 14 global bond sectors, including U.S. Treasuries, investment-grade corporates, mortgage-backed and asset-backed securities, bank loans, and select high-yield and emerging markets issues. Its strategy follows a core-plus, relative value approach, using top-down sector allocation and bottom-up security selection to identify opportunities across the broader fixed income universe. The portfolio emphasizes investment-grade exposure with a controlled allocation to below-investment-grade bonds, seeking to balance income generation with risk management. Within the fixed income market, Virtus Newfleet Core Plus Bond Fund Class I serves as a diversified, multi-sector bond solution designed to function as a core fixed income holding while incorporating additional sectors beyond traditional benchmark-constrained bond funds.
Fund Family Virtus
Category Intermediate Core-Plus Bond
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SAVYX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
SAVYX had a total return of -0.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.53%.
