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
STGIX	Virtus Seix Core Bond Fund	Intermediate Core Bond	Jun 11, 1992	0.64%	-0.37%	1.27%	3.63%	21
STITX	Virtus SGA International Growth Fund	Foreign Large Cap Equities	Jan 30, 1995	1.08%	-9.84%	9.87%	1.30%	2
STVTX	Virtus Ceredex Large-Cap Value Equity Fund	Large Cap Value Equities	Feb 12, 1993	0.97%	3.20%	9.59%	14.58%	32
VGI	Virtus Global Multi-Sector Income Fund	Multisector Bonds	—	—	-2.66%	5.68%	12.97%	21
VGISX	Virtus Duff & Phelps Global Real Estate Securities...	REIT	Mar 1, 2009	1.16%	2.38%	5.39%	2.64%	22
VGSAX	Virtus Duff & Phelps Global Real Estate Securities...	REIT	Mar 2, 2009	1.24%	2.33%	5.13%	2.24%	21
VIDMX	Virtus KAR Developing Markets Fund	Emerging Markets Diversified	Jun 21, 2021	1.31%	1.80%	—	2.50%	58
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	Emerging Markets Diversified	Dec 16, 2013	1.51%	0.92%	9.56%	2.77%	26
VIISX	Virtus KAR International Small-Mid Cap Fund	Foreign Small & Mid Cap Equities	Sep 4, 2012	1.19%	-5.30%	7.90%	3.93%	4
VIKSX	Virtus KAR Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 7, 2020	1.06%	-8.99%	—	0.00%	1
VIMCX	Virtus KAR Mid-Cap Core Fund	Mid Cap Growth Equities	Jun 22, 2009	0.95%	-3.57%	10.44%	4.58%	4
VISAX	Virtus KAR International Small-Mid Cap Fund Class ...	Foreign Small & Mid Cap Equities	Sep 5, 2012	1.44%	-5.34%	7.61%	3.49%	4
VKSFX	Virtus KAR Small-Mid Cap Value Fund	Mid Cap Blend Equities	Aug 2, 2021	0.94%	-2.89%	—	0.24%	3
VKSIX	Virtus KAR Small-Mid Cap Core Fund	Mid Cap Growth Equities	Mar 7, 2018	1.02%	-7.18%	—	0.37%	1
VLPIX	Virtus Duff & Phelps Select MLP and Energy Fund	Energy Equities	Sep 8, 2015	1.17%	20.00%	13.54%	8.02%	40
VTAIX	Virtus Tactical Allocation Fund Class I	Tactical Allocation	Jan 29, 2019	0.76%	-5.82%	—	17.42%	5
WCFRX	Virtus Westchester Credit Event Fund	Event Driven	Dec 28, 2017	1.90%	-0.67%	—	6.87%	47
ZTR	Virtus Total Return Fund	Diversified Portfolio	Feb 24, 2005	3.77%	9.76%	6.77%	8.88%	78

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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