Virtus Mutual Funds List

Here you can find all mutual funds issued by Virtus and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Issuer is Virtus

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PHRAX	Virtus Duff & Phelps Real Estate Securities Fund	REIT	Mar 1, 1995	1.36%	5.03%	5.56%	5.63%	9
PHSKX	Virtus KAR Mid-Cap Growth Fund	Mid Cap Growth Equities	Dec 31, 1975	1.24%	-13.58%	9.66%	53.62%	2
PIMSX	Virtus Newfleet Multi-Sector S/T Bd I	Short-Term Bond	Nov 3, 2016	0.65%	0.09%	3.18%	4.33%	94
PKSFX	Virtus KAR Small-Cap Core Fund	Mid Cap Growth Equities	Oct 18, 1996	1.00%	2.06%	15.04%	14.01%	8
PSFIX	Virtus Newfleet Senior Floating Rate Fund	Bank Loan	Jan 30, 2008	0.69%	-0.41%	4.49%	6.44%	86
PSTAX	Virtus KAR Capital Growth Fund	Large Cap Growth Equities	Oct 16, 1995	1.20%	-11.88%	11.49%	8.60%	4
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	Jun 28, 2006	0.96%	0.43%	7.85%	5.79%	5
PXSGX	Virtus KAR Small-Cap Growth Fund	Small Cap Growth Equities	Jun 28, 2006	1.07%	-9.19%	10.01%	52.76%	0
SAMBX	Virtus Seix Floating Rate High Income Fund	Bank Loan	Feb 28, 2006	0.64%	-0.06%	4.75%	7.06%	93
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	Dec 30, 1997	0.46%	-0.34%	1.43%	3.84%	27
SAMHX	Virtus Seix High Yield Fund	High Yield Bonds	Dec 29, 2000	0.64%	-1.39%	5.37%	6.19%	73
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	Mar 7, 1996	0.55%	-0.49%	2.69%	4.60%	53
SCATX	Virtus Zevenbergen Innovative Growth Stock Fund	Large Cap Growth Equities	Feb 23, 2004	1.00%	-14.67%	14.99%	0.00%	11
SCETX	Virtus Ceredex Small-Cap Value Equity Fund	Small Cap Blend Equities	Jan 31, 1997	1.15%	5.49%	7.48%	1.03%	27
SFLTX	Virtus Seix High Grade Municipal Bond Fund	Municipal Bonds	Jan 17, 1994	0.74%	-0.53%	1.78%	2.76%	38
SGARX	Virtus SGA Global Growth Fund	Global Equities	Dec 30, 2010	0.91%	-13.38%	—	14.74%	2
SIGVX	Virtus Seix U.S. Government Securities Ultra-Short...	Ultrashort Bond	Apr 11, 2002	0.41%	0.50%	2.16%	4.16%	99
SISIX	Virtus Seix Investment Grade Tax-Exempt Bond Fund	Municipal Bonds	Jun 8, 1992	0.69%	-0.35%	1.60%	2.32%	52
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	Mid Cap Value Equities	Nov 30, 2001	0.99%	9.20%	11.36%	15.05%	86
STCIX	Virtus Silvant Large-Cap Growth Stock Fund	Large Cap Growth Equities	Jun 9, 1992	1.23%	-10.07%	15.40%	2.39%	29

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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