Virtus Newfleet Short Duration High Income FundASHCX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Taxable bond
Net assets
$682.5M
Expense ratio
1.11%
1-year return
+5.3%
3 years, a year
+0.1%
5 years, a year
-4.4%
Holdings
211

What it aims to do.

The fund seeks a high level of current income with lower volatility than the broader high yield market.

Top 10 holdings.

Holding% of fund
LXU LSB Industries Inc1.49%
Nexstar Media Inc.1.31%
NWL Newell Brands Inc.1.30%
Medline Borrower LP1.14%
MidCap Financial Issuer Trust1.10%
BlackRock Liquidity Funds1.08%
SUN Sunoco LP1.04%
ET Energy Transfer LP1.00%
Alliance Resource Operating Partners Lp / Alliance Resource Finance Corp0.99%
HUB International Ltd.0.99%

More on ASHCX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.