SAVAX Mutual Fund
SAVAX Mutual Fund
SAVAX Mutual Fund
Virtus Newfleet Core Plus Bond Fund Class A
SAVAX Mutual Fund Overview
SAVAX Mutual Fund (Virtus Newfleet Core Plus Bond Fund Class A) is managed by Virtus Investment Partners with $41.3M in net assets. SAVAX expense ratio is 0.70%, holding 4 positions across various sectors. Inception date: 1998-07-01.
SAVAX performance shows a YTD return of -0.88%. The 1-year return is -0.51% and the 5-year return is 0.53%. SAVAX dividend yield stands at 4.34%, paid monthly.
SAVAX top holdings include 2026-11-24 Invesco Qqq Trust, Series 1 C 0.01 (106.1%), 2026-11-24 Invesco Qqq Trust, Series 1 P 575.12 (0.1%), 2026-11-24 Invesco Qqq Trust, Series 1 P 517.61 (-0.1%), 2026-11-24 Invesco Qqq Trust, Series 1 C 691.64 (-6.3%). Go to all SAVAX holdings, SAVAX sectors, or SAVAX dividends.
SAVAX can be compared against other funds. Use SAVAX overlap to find shared positions, or SAVAX vs another fund for a side-by-side view. SAVAX alternatives are available via the screener, along with tax-loss harvesting opportunities.