STIFX : Virtus Seix Corporate Bond Fund Class C

STIFX is a Bond Market High Yield Bond with HIGH fees.

STIFX

Virtus Seix Corporate Bond Fund Class C

FI Score

11 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

0 /10

Market Size

2 /10

11% FI Score
  • stifx
  • Mutual Fund
  • Bond
  • High Yield Bond

Virtus Seix Corporate Bond Fund Class C

Expenses: 1.65% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to maximize long-term total return through a combination of current income and capital appreciation, consistent with capital preservation. The fund primarily invests in a diversified portfolio of U.S. dollar denominated corporate obligations and other fixed income instruments that are rated investment grade (BBB-/Baa3 or better) or unrated instruments that the subadviser believes are of comparable quality. It invests at least 80% of its net assets in corporate bonds.

Largest Holdings

Amount Holding
2.36% Daimler Finance North America LLC 2.3%
2.32% Verizon Communications Inc. 4.12%
2.26% EOG Resources, Inc. 4.95%
2.24% L3 Harris Technologies Inc 3.85%
2.21% Credit Suisse AG New York Branch 1.2%
2.19% Penske Truck Leasing Co., L.P. 3.45%
2.18% Archer-Daniels-Midland Company 3.38%
2.12% Lazard Group LLC 4.38%
2.05% The Kroger Co. 3.95%
2.05% Bristol-Myers Squibb Company 4.25%
2.04% AbbVie Inc. 4.25%
2.00% Emera US Finance LP 2.7%
2.00% MasterCard Incorporated 3.65%
1.98% BP Capital Markets America, Inc. 3.63%
1.96% Newmont Corporation 2.25%
1.94% The Coca-Cola Company 3.45%
1.90% Target Corporation 2.35%
1.85% Morgan Stanley 3.88%
1.80% JPMorgan Chase & Co. 3.21%
1.80% Nationwide Financial Services, Inc. 3.9%
1.76% Baker Hughes Holdings LLC / Baker Hughes Co-Obligor Inc 4.49%
1.72% Morgan Stanley 3.97%
1.72% Marathon Petroleum Company 4.5%
1.68% Carrier Global Corporation 3.58%
1.59% Ford Motor Company 9.62%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo