HIMZX Mutual Fund

HIMZX Mutual Fund (Virtus Newfleet Low Duration Core Plus Bond Fund Class A) is managed by Virtus Investment Partners with $55.9M in net assets. HIMZX expense ratio is 0.75%, holding 559 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 1999-07-21.

HIMZX performance shows a YTD return of 1.35%. The 1-year return is 3.89% and the 5-year return is 2.74%. HIMZX dividend yield stands at 3.94%, paid monthly.

HIMZX top holdings include Us Treasury N/ 4.375 8/26 (2.8%), United States Treasury Note/Bond 4.63% 30Jun2026 (2.6%), Treasury Note (Otr) 3.5% Oct 31, 2027 (1.6%), Fed Hm Ln Pc Pool Sd8494 Fr 01/55 Fixed 5.5 (1.0%), Japan Gov .6% 12/20/37 (1.0%). 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.