Virtus Newfleet Multi-Sector Short Term Bond Fund Class C (PSTCX)

Overview

This fund is dedicated to providing its investors with current income while minimizing volatility and maintaining a short overall duration. By focusing on investments in higher quality, more liquid securities across 14 bond market sectors, the fund aims to strike a balance between risk and return. With a strategy to invest at least 80% of its assets in bonds, the fund targets fixed income debt obligations from various issuers, offering a diversified approach to bond investing. The emphasis on primarily short-term fixed income securities, with an expected dollar-weighted average maturity of three years or less, suits investors looking for income generation with lower exposure to interest rate fluctuations.

Products and Services

The fund's investment strategy and portfolio management are centered around several key products and services:

• High-Quality, Liquid Securities

  Investing in higher quality, more liquid securities allows the fund to aim for a lower risk profile while seeking to provide current income. This focus on liquidity and quality supports the goal of maintaining low volatility among its holdings.

• Bonds and Fixed Income Securities

  By dedicating at least 80% of its assets to various types of bonds, including government, corporate, and municipal bonds, the fund creates a foundation for income generation. These fixed income securities are selected to align with the fund’s aim of generating current income for its investors, while also paying attention to the preservation of capital.

• Diversified Portfolio across 14 Bond Market Sectors

  The diversification across 14 different bond market sectors enables the fund to spread its risk and seek opportunities for income across a broad spectrum of fixed income markets. This strategy is designed to optimize returns while mitigating sector-specific risks.

• Short-Term Fixed Income Focus

  The fund’s focus on short-term fixed income securities, with an expected dollar-weighted average maturity of three years or less, caters to investors looking for lower duration risk. This approach is keyed towards providing income while keeping sensitivity to interest rate changes in check, appealing to conservative investors focused on capital preservation.