HIBIX Mutual Fund

HIBIX Mutual Fund (Virtus Newfleet Low Duration Core Plus Bond Fund Class I) is managed by Virtus Investment Partners with $343.2M in net assets. HIBIX expense ratio is 0.50%, holding 581 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 1996-02-23.

HIBIX performance shows a YTD return of 1.85%. The 1-year return is 3.40% and the 5-year return is 3.05%. HIBIX dividend yield stands at 4.51%, paid monthly.

HIBIX top holdings include Us Treasury N/ 4.375 8/26 (2.5%), Treasury Note (Otr) 3.5% Oct 31, 2027 (1.6%), Virtus Newfleet Abs/Mbs Etf (1.5%), Us Treasury N/B 3.38% 12/31/2027 3.38 2027-12-31 (1.0%), Fed Hm Ln Pc Pool Sd8494 Fr 01/55 Fixed 5.5 (0.9%). Go to all HIBIX holdings, HIBIX sectors, or HIBIX dividends.

HIBIX can be compared against other funds. Use HIBIX overlap to find shared positions, or HIBIX vs another fund for a side-by-side view. HIBIX alternatives are available via the screener, along with tax-loss harvesting opportunities.