Virtus Newfleet Multi-Sector Short Term Bond FundPMSTX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Taxable bond
Net assets
$4.8B
Expense ratio
1.66%
1-year return
+2.6%
3 years, a year
-0.5%
5 years, a year
-5.8%
12-month yield
3.09%
Holdings
915

What it aims to do.

The fund has an investment objective of providing high current income while attempting to limit changes in the funds net asset value per share caused by interest rate changes.

Top 10 holdings.

Holding% of fund
United States Treasury Notes2.29%
United States Treasury Notes1.58%
United States Treasury Notes1.38%
Federal Home Loan Mortgage Corp.1.29%
United States Treasury Notes0.98%
Virtus ETF Trust II0.96%
Federal Home Loan Mortgage Corp.0.93%
Federal National Mortgage Association0.87%
Federal Home Loan Mortgage Corp.0.85%
Federal National Mortgage Association0.64%

More on PMSTX.

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