Virtus Seix Core Bond FundSTIGX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Taxable bond
Net assets
$116.3M
Expense ratio
0.50%
1-year return
+3.7%
3 years, a year
+3.1%
5 years, a year
-0.1%
Holdings
158

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 Notes15.24%
United States Treasury Notes7.80%
United States Treasury Notes6.04%
United States Treasury Bonds5.77%
United States Treasury Notes4.22%
Federal Home Loan Mortgage Corp.2.87%
Federal Home Loan Mortgage Corp.2.74%
United States Treasury Notes2.15%
Federal Home Loan Mortgage Corp.2.03%
Federal National Mortgage Association2.02%

More on STIGX.

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