About STIGX
Virtus Seix Core Bond Fund Class I is a diversified mutual fund designed to maximize long-term total return by balancing current income with capital appreciation. Its primary function is to serve as a core fixed income holding, investing predominantly in a broad mix of investment-grade bonds including U.S. Treasuries, corporate bonds, mortgage-backed securities, asset-backed securities, and agency debentures. The fund follows a disciplined investment strategy that combines bottom-up security selection with top-down macroeconomic awareness, aiming to deliver superior risk-adjusted returns through varying market environments. Notable for its high allocation to U.S. Treasury securities and mortgage-backed assets, the fund emphasizes income generation, prudent risk management, and liquidity. Typically categorized as an intermediate core bond fund, Virtus Seix Core Bond Fund Class I plays an important role for investors seeking diversification, income, and relative stability in their portfolio, reflecting the performance of the broad U.S. investment-grade bond market. Its comprehensive approach and broad sector exposure make it a foundational fixed-income vehicle within institutional and individual investment strategies.
Fund Family Virtus
Category Intermediate Core Bond
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol STIGX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
STIGX had a total return of -1.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.08%.
