VBFRX – Virtus Newfleet Core Plus Bond R6 Investment Strategy | Morningstar

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Strategy

The investment seeks high total return from both current income and capital appreciation. The fund seeks to generate high total return from both current income and capital appreciation by investing primarily in intermediate-term debt securities across 14 fixed income sectors. It seeks to achieve its objective by applying a time-tested approach of active sector rotation, extensive credit research and disciplined risk management designed to capitalize on opportunities across undervalued areas of the fixed income markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SAVYX	Virtus Newfleet Core Plus Bond Fund Class I	Institutional	Open			Mar 7, 1996	$557.87M	0.450%	Average	$100,000	$91.21M
SAVAX	Virtus Newfleet Core Plus Bond Fund Class A	Front Load	Open			Jul 1, 1998	$36.84M	0.700%	Below Average	$2,500	−$11.38M
SAVCX	Virtus Newfleet Core Plus Bond Fund Class C	Level Load	Closed			Jul 1, 1998	$4.36M	1.450%	Below Average	$2,500	−$505,379.33
VBFRX	Virtus Newfleet Core Plus Bond Fund Class R6	Retirement, Large	Open			Nov 3, 2016	$44.62M	0.350%	Below Average	$0	$10.91M

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