Virtus Newfleet CMBS MACSVMAEX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Taxable bond
Net assets
$16.3M
Expense ratio
0.00%
1-year return
+4.8%
3 years, a year
—
5 years, a year
—
Holdings
23

What it aims to do.

The fund has a primary investment objective of long-term total return, inclusive of a relatively high level of income.

Top 10 holdings.

Holding% of fund
Federal National Mortgage Association9.28%
Government National Mortgage Association7.09%
MSSG Trust 2017-237P6.30%
Houston Galleria Mall Trust 2025-HGLR5.98%
Mira Trust 2023-Mile5.41%
NYC Commercial Mortgage Trust 2025-300P5.05%
Cent Trust 2025-City4.90%
Hudson Yards 2025-Sprl Mortgage Trust4.76%
Rfr Trust 2025-Sgrm4.71%
Fontainebleau Miami Beach Trust 2024-Fblu4.59%

More on VMAEX.

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