HIBIX

About HIBIX

Virtus Newfleet Low Duration Core Plus Bond Fund Class I is an open‑end mutual fund focused on short‑term fixed income. Its primary objective is to deliver total return from current income and capital appreciation by investing mainly in **short‑duration** debt across multiple sectors, seeking lower interest‑rate sensitivity while broadening sources of income and return. The strategy employs a **multi‑sector, relative‑value** approach spanning up to 14 global bond segments, including U.S. Treasuries, investment‑grade corporates, agency MBS, asset‑backed and mortgage‑related securities, and select non‑U.S. exposures, within a disciplined risk‑management framework. The portfolio typically maintains an effective duration around the short‑term range, aligning it with the Short‑Term Bond category and emphasizing diversification to manage volatility. Its holdings are widely distributed, with a modest concentration in the top positions and meaningful securitized and government allocations that reflect its low‑duration, core‑plus mandate. In the broader market, the fund serves as a **conservative core fixed‑income** building block for investors seeking income and stability with flexibility to capture opportunities beyond traditional short‑term government bonds.