Virtus Core Bond C
101 Munson Street Greenfield MA 01301
Map
Phone: 800-243-4361
| Category: | Intermediate-Term Bond | | Fund Family: | Virtus | | Net Assets: | 1.39M | | Year-to-Date Return: | -4.96% | | Yield: | 4.22% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Oct-99 |
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Cynthia A. Beaulieu
Lead Manager since
28-Feb-05 | | | Beaulieu is managing director of Phoenix and has been with Phoenix since 1994. Beaulieu serves as portfolio manager for institutional client portfolios and is responsible for managing the investment activity of several insurance company portfolios. Since joining Phoenix, Beaulieu has held a number of positions of increasing responsibility, including trading, credit research and portfolio management. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $25 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks current income and capital appreciation. The fund normally invests at least 80% of assets in investment grade bonds of U.S. issuers. "Bonds" are fixed income debt securities of various types of issuers, including corporate bonds, short-term instruments, U.S. government securities, mortgage-backed and asset-backed securities, collateralized mortgage obligations (CMOs) and municipal securities. |
| Last Dividend
(22-Sep-08):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 199.71% |
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| Expense | PUSCX | Category
Avg | | Total Expense Ratio: | 1.80%
| 0.98% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.21% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$600 | $465 | | 5 Yr Expense Projection*: |
$1,032 | $718 | | 10 Yr Expense Projection*: |
$2,233 | $1,429 |
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7.87% Nasdaq 
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