Virtus Seix Total Return Bond FundSAMFX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Taxable bond
Net assets
$87.9M
Expense ratio
0.46%
1-year return
+4.1%
3 years, a year
+3.0%
5 years, a year
-0.0%
Holdings
126

What it aims to do.

The fund has an investment objective of seeking to maximize long term total return through a combination of current income and capital appreciation, consistent with capital preservation.

Top 10 holdings.

Holding% of fund
United States Treasury Notes9.42%
United States Treasury Notes9.00%
United States Treasury Notes6.49%
United States Treasury Notes6.14%
United States Treasury Bonds5.76%
United States Treasury Bonds2.23%
Federal National Mortgage Association1.98%
Federal National Mortgage Association1.59%
Government National Mortgage Association1.59%
Government National Mortgage Association1.52%

More on SAMFX.

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