Virtus Newfleet Senior Floating Rate R6 (VRSFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.54
+0.01 (0.12%)
At close: Dec 5, 2025
-2.18%
Fund Assets501.84M
Expense Ratio0.58%
Min. Investment$2,500,000
Turnovern/a
Dividend (ttm)0.63
Dividend Yield7.39%
Dividend Growth-15.94%
Payout FrequencyMonthly
Ex-Dividend DateNov 28, 2025
Previous Close8.53
YTD Return4.82%
1-Year Return5.28%
5-Year Return34.53%
52-Week Low8.00
52-Week High8.54
Beta (5Y)n/a
Holdings284
Inception DateNov 4, 2016

About VRSFX

The Virtus Newfleet Senior Floating Rate R6 (VRSFX) seeks to invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a portfolio of Senior Loans.

Category Bank Loan
Stock Exchange NASDAQ
Ticker Symbol VRSFX
Share Class Class R6
Index Index is not available on Lipper Database

Performance

VRSFX had a total return of 5.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.93%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
PSFIXClass I0.68%
PSFRXClass A0.93%
PFSRXClass C1.68%

Top 10 Holdings

8.58% of assets
NameSymbolWeight
APPLIED SYSTEMS INCAPPSYS.L 02.24.31 141.15%
UKG INCULTI.L 02.10.31 90.98%
ACRISURE LLCACRISU.L 06.21.32 280.96%
Asurion LLCASUCOR.L 07.30.27 210.93%
TRANSDIGM INCTDG.L 02.28.31 310.83%
Froneri International Limited - FRONERI US INCICECR.L 09.30.31 10.79%
Garda World Security Corporation - GARDA WORLD SECURITYGWCN.L 02.01.29 100.77%
MEDLINE BORROWER LPMEDIND.L 10.23.30 90.73%
WEC US HOLDINGS INCn/a0.72%
Triton Water Holdings Inc - PRIMO BRANDS CORPPRMB.L 03.31.28 10.72%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Nov 28, 2025$0.04514Nov 28, 2025
Oct 31, 2025$0.05289Oct 31, 2025
Sep 30, 2025$0.04812Sep 30, 2025
Aug 29, 2025$0.05602Aug 29, 2025
Jul 31, 2025$0.05272Jul 31, 2025
Jun 30, 2025$0.04852Jun 30, 2025
Full Dividend History