HIMZX Mutual Fund

HIMZX Mutual Fund (Virtus Newfleet Low Duration Core Plus Bond Fund Class A) is managed by Virtus Investment Partners with $51.5M in net assets. HIMZX expense ratio is 0.75%, holding 581 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 1999-07-21.

HIMZX performance shows a YTD return of 1.68%. The 1-year return is 3.24% and the 5-year return is 2.81%. HIMZX dividend yield stands at 4.26%, paid monthly.

HIMZX 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 HIMZX holdings, HIMZX sectors, or HIMZX dividends.

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