Nasdaq - Delayed Quote USD

Virtus Opportunities Trust- Virtus Stone Harbor High Yield Bond Fund (SHHYX)

6.83 +0.03 (+0.44%)
As of December 21 at 8:01 PM EST. Market Open.

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

Fund Summary

The fund will normally invest at least 80% of its net assets (plus any borrowings made for investment purposes) in High Yield Debt Securities. "High Yield Debt Securities" include fixed income securities and derivative instruments rated below investment grade. The Adviser normally maintains an average portfolio duration of between 3 and 7 years. It may invest in securities of any duration and maturity.

Fund Overview

Category High Yield Bond
Fund Family Virtus
Net Assets 22.98M
YTD Return 10.01%
Yield 11.17%
Morningstar Rating
Inception Date Aug 16, 2007

Performance & Risk

YTD Return 11.48%
5y Average Return 3.91%
Rank in Category (ytd) 11
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

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