SAVAX Mutual Fund

SAVAX Mutual Fund (Virtus Newfleet Core Plus Bond Fund Class A) is managed by Virtus Investment Partners with $38.7M in net assets. SAVAX expense ratio is 0.70%, holding 742 positions across sectors including Financials, Industrials, Energy. Inception date: 1998-07-01.

SAVAX performance shows a YTD return of -0.23%. The 1-year return is 2.88% and the 5-year return is 0.45%. SAVAX dividend yield stands at 4.35%, paid monthly.

SAVAX top holdings include Dreyfus Govt Cash Man Ins (3.6%), Treasury Bond 4.25 02/15/2054 (1.3%), Treasury Note (Otr) 4.63% Feb 15, 2035 (1.2%), Us Treasury N/B 4.63 2055-02-15 (1.1%), Fed Hm Ln Pc Pool Sd8492 Fr 01/55 Fixed 5 (1.0%). 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.