PCMZX Mutual Fund

PCMZX Mutual Fund (Virtus Newfleet Low Duration Core Plus Bond Fund Class C) is managed by Virtus Investment Partners with $4.5M in net assets. PCMZX expense ratio is 1.50%, holding 559 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2006-06-26.

PCMZX performance shows a YTD return of 0.91%. The 1-year return is 3.11% and the 5-year return is 1.98%. PCMZX dividend yield stands at 3.25%, paid monthly.

PCMZX 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%), Fannie Mae Remics 6.50 5/25/2033 (1.0%). Go to all PCMZX holdings, PCMZX sectors, or PCMZX dividends.

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