SAMBX Mutual Fund

SAMBX Mutual Fund

NAV$7.63
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Fund Essentials - as of Apr 30, 2026

Net Assets
$971M
Expense Ratio
0.63%
Dividend Yield (Current)
6.75%
Holdings
273
Inception Date
Mar 1, 2006
Fund Family
Virtus Investment Partners
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+3.54%
1 Year+6.39%
3 Year+7.60%
5 Year+6.08%
10 Year+4.87%

Asset Allocation

Stocks: 0.95%
Bonds: 97.47%
Other: 1.58%
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Top Holdings

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TickerNameWeight
-Asurion Llc 7.9177 09/19/20301.57%
-Other Assets And Liabilities1.53%
-Fhr 5616 Fa Fhr 5616 Fa1.48%
-Lifepoint Health Inc 7.4231 05/16/20311.03%
-Ineos Us Finance Llc 6.9177 02/19/20300.99%
Top 10 Concentration: 11.12%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
6.75%
Frequency
Monthly
Latest Distribution
$0.03
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SAMBX Mutual Fund Overview

SAMBX Mutual Fund (Virtus Seix Floating Rate High Income Fund I) is managed by Virtus Investment Partners with $970.8M in net assets. SAMBX expense ratio is 0.63%, holding 273 positions across sectors including Industrials, Energy. Inception date: 2006-03-01.

SAMBX performance shows a YTD return of 3.54%. The 1-year return is 6.39% and the 5-year return is 6.08%. SAMBX dividend yield stands at 6.75%, paid monthly.

SAMBX top holdings include Asurion Llc 7.9177 09/19/2030 (1.6%), Other Assets And Liabilities (1.5%), Fhr 5616 Fa Fhr 5616 Fa (1.5%), Lifepoint Health Inc 7.4231 05/16/2031 (1.0%), Ineos Us Finance Llc 6.9177 02/19/2030 (1.0%). Go to all SAMBX holdings, SAMBX sectors, or SAMBX dividends.

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