Virtus Multi Sector Intermediate Fund Quote
| NAMFX Fund | USD 9.18 0.02 0.22% |
PerformanceInsignificant
| Odds Of DistressLow
|
Virtus Multi-sector is trading at 9.18 as of the 5th of March 2025; that is 0.22% down since the beginning of the trading day. The fund's open price was 9.2. Virtus Multi-sector has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of January 2025 and ending today, the 5th of March 2025. Click here to learn more.
The fund seeks to generate high current income and total return while preserving capital by applying extensive credit research and a time-tested approach designed to capitalize on opportunities across undervalued sectors of the bond market. The portfolio seeks diversification among 14 sectors in an effort to increase return potential and reduce risk. More on Virtus Multi Sector Intermediate
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Multisector Bond Funds, Multisector Bond, Virtus (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Virtus Multi Sector Intermediate [NAMFX] is traded in USA and was established 5th of March 2025. Virtus Multi-sector is listed under Virtus category by Fama And French industry classification. The fund is listed under Multisector Bond category and is part of Virtus family. This fund now has accumulated 318.56 M in assets with minimum initial investment of 2.5 K. Virtus Multi Sector is currently producing year-to-date (YTD) return of 2.01% with the current yeild of 0.01%, while the total return for the last 3 years was 2.85%.
Check Virtus Multi-sector Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Multi Sector Intermediate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Virtus Multi Sector Intermediate Mutual Fund Constituents
| EMB | iShares JP Morgan | Etf | Emerging Markets Bond | |
| HYD | VanEck High Yield | Etf | High Yield Muni | |
| HYG | iShares iBoxx High | Etf | High Yield Bond | |
| JNK | SPDR Bloomberg High | Etf | High Yield Bond | |
| LQD | iShares iBoxx Investment | Etf | Corporate Bond |
Virtus Multi Sector Risk Profiles
| Mean Deviation | 0.1477 | |||
| Standard Deviation | 0.2011 | |||
| Variance | 0.0404 | |||
| Downside Variance | 0.0415 |
Virtus Multi-sector Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Multi-sector financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Multi-sector security.
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