Virtus Seix Floating Rate High Inc A (SFRAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
7.62
0.00 (0.00%)
Oct 31, 2025, 4:00 PM EDT
Fund Assets1.56B
Expense Ratio0.96%
Min. Investment$2,500
Turnovern/a
Dividend (ttm)0.64
Dividend Yield8.23%
Dividend Growth-8.03%
Payout FrequencyMonthly
Ex-Dividend DateSep 30, 2025
Previous Close7.62
YTD Return-1.23%
1-Year Return0.75%
5-Year Return24.55%
52-Week Low7.49
52-Week High7.89
Beta (5Y)0.11
Holdings296
Inception DateMay 8, 2006

About SFRAX

The Virtus Seix Floating Rate High Inc A (SFRAX) seeks to provide a high level of current income. SFRAX achieves this objective by investing at least 80% of its assets in first and second lien senior floating rate loans and other floating rate debt securities.

Category Bank Loan
Stock Exchange NASDAQ
Ticker Symbol SFRAX
Share Class Class A
Index Index is not available on Lipper Database

Performance

SFRAX had a total return of 0.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.62%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FFHCXFidelityFidelity Series Floating Rate Hi Incn/a

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
SFRZXClass R60.54%
SAMBXClass I0.64%
SFRCXClass C1.54%

Top 10 Holdings

12.32% of assets
NameSymbolWeight
Us Dollarn/a2.83%
Asurion Llc Term Loan B13n/a1.33%
Zacapa Sarl Term Loan Bn/a1.30%
Waterbridge Midstream Op Term Loan Bn/a1.15%
Forest City Enterprises Term Loan Bn/a1.15%
Ultra Clean Holdings Inc Term Loan Bn/a1.07%
Venga Finance Sarl Term Loan Bn/a0.90%
Drw Holdings Llc Term Loan Bn/a0.89%
Lifepoint Health Inc Term Loan Bn/a0.88%
Ineos Term Loan Bn/a0.82%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Sep 30, 2025$0.04477Sep 30, 2025
Aug 29, 2025$0.04892Aug 29, 2025
Jul 31, 2025$0.04828Jul 31, 2025
Jun 30, 2025$0.0453Jun 30, 2025
May 30, 2025$0.05056May 30, 2025
Apr 30, 2025$0.04821Apr 30, 2025
Full Dividend History