Virtus:Multi-Sec STB;C (PSTCX.O)

At A Glance

You hold PSTCX.O in 0 portfolios

Net Asset Value

4.96USD

0.00 0.00%

07/28/2014

Category
Short/Intermediate Corporate
YTD Return (Cumulative)
 2.68%
Classification
Sh-Int Inv Grade
5 Year Return (Annualized)
 7.60%
Manager Benchmark
Lipper Sh-In Inv Grd IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 PSTCX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyVirtusFunds Cl C
Inception Date10/01/1997
Portfolio Turnover49%
Dividend Yield--
Fund ManagerDavis L. Albrycht
Manager Tenure1997
Virtus Investment Partners Inc
100 Pearl Street
Hartford, CT 06103

Fees, Expenses, & Minimums

Load TypeLevel
Total Expense Ratio1.24%
Max 12b-1 Fee Ratio0.5x
Early Redemption Fee--
Initial Investment$2,500
Subsequent Investments$100
Initial IRA Investments$100
Subsequent IRA Investments$100

Investment Strategy

The Fund seeks to provide high current income while attempting to limit changes in the Fund's net asset value per share caused by interest rate changes. The Fund invests primarily in higher quality liquid securities across 12 bond market sectors. The Fund invests at least 80% of its assets in bonds.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
118
Consistent Return
 
114
Capital Preservation
 
4944
Low Expense
 
28
Tax Efficiency (U.S. only)
 
118

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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