About STTBX
Virtus Seix Investment Grade Tax-Exempt Bond Fund Class I is an open‑end municipal bond mutual fund focused on delivering federally tax‑exempt income with an emphasis on capital preservation. Managed by Seix Investment Advisors, the strategy primarily invests in investment‑grade municipal securities and employs a multifaceted process that combines duration management, yield curve positioning, sector rotation, and bottom‑up security selection. The portfolio targets the Muni National Intermediate segment, typically maintaining intermediate interest‑rate exposure while diversifying across states and essential public sectors such as general obligation, water and sewer, transportation, and power revenue issuers. The fund seeks to capitalize on municipal market inefficiencies through rigorous fundamental credit research and disciplined portfolio construction. Institutional share features include professional management continuity and a research‑driven approach under the leadership of an experienced tax‑exempt team. Within the broader fixed income market, the fund plays the role of a core tax‑efficient bond allocation for investors seeking current income exempt from federal taxes and exposure to high‑quality municipal credits, complemented by active risk management across credit, structure, and curve positioning.
Fund Family Virtus
Category Muni National Interm
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol STTBX
Share Class Class I
Index Bloomberg 1-15 Y Municipal Blend TR
STTBX had a total return of -0.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.96%.
