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Virtus Newfleet Low Duration Core Plus Bond Fund Class I (HIBIX)

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10.47 -0.02 -0.19%

07/06 - Delayed Data. Currency in USD ( Disclaimer )

Type: Fund

Market: United States

Issuer: Virtus

Asset Class: Bond

Morningstar Rating:
Total Assets: 340.23M

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Virtus Newfleet Low Duration Core Plus Bond Fund Class I Overview

On this page you'll find an in-depth profile of Virtus Newfleet Low Duration Core Plus Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of HIBIX among other information.

Investment Strategy

The investment seeks to provide a high level of total return, including a competitive level of current income, while limiting fluctuations in net asset value due to changes in interest rates. The fund seeks current income with an emphasis on maintaining low volatility and overall short duration (within a range of 1-3 years) by investing primarily in higher quality, more liquid securities across 14 fixed income sectors. Under normal circumstances, it invests at least 80% of its assets in fixed income debt obligations of various types of issuers.

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States

Phone +1 8002431574

Web www.virtus.com

Top Executives

Name	Title	Since	Until
Lisa M. Baribault	Portfolio Manager	2017	Now
Biography	Ms. Baribault is a Director and Portfolio Manager at Newfleet (since 2011). Prior to 2011, Ms. Baribault was a manager of Investment Accounting at Phoenix Life Insurance Company. Ms. Baribault began her career in the investment industry in 2003.
Benjamin L. Caron	Portfolio Manager	2012	Now
Biography	Benjamin Caron, CFA, is Senior Managing Director and Portfolio Manager at Newfleet Asset Management, LLC (since June 2011). Prior to June 2011, Mr. Caron was on the fixed income team at Goodwin. Mr. Caron also is a portfolio manager of a closed-end fund managed by Newfleet, in addition to assisting the senior portfolio manager in the management of several open-end funds managed by Newfleet. Mr. Caron joined Goodwin in 2002 as a client service associate for the institutional markets group focusing on institutional fixed income clients.
David L. Albrycht	President	2012	Now
Biography	David L. Albrycht, CFA, President and Chief Investment Officer, has served as portfolio manager since 2018 and joined Newfleet in 2011. Mr. Albrycht was Executive Managing Director and Senior Portfolio Manager with Goodwin Capital Advisers, a former Virtus investment management subsidiary. Mr. Albrycht joined the Goodwin multi-sector fixed income team in 1985 as a credit analyst and has managed fixed income portfolios since 1991.
Christopher J. Kelleher	Senior Portfolio Manager	2012	2017
Biography	Christopher Kelleher is a Managing Director and Senior Portfolio Manager at Newfleet Asset Management LLC. Mr. Kelleher has more than two dozens of investment experience in all bond market sectors, including both publicly traded and private placements. Prior to joining Newfleet in 2012, Mr. Kelleher had been retired from Goodwin Capital Advisers where he was senior managing director and senior portfolio manager from 1997 through January 2010. From 1983 through 1997, he was an investment officer with Phoenix Life Insurance Company.
Andrew M. Reed	Vice President	2012	2012
Biography	Mr. Reed, CFA, a Vice President and a Portfolio Manager of Virtus Investment Advisers, Inc. He joined Virtus Investment Advisers, Inc. in 2001.
Jason D. Weiner	Vice President	2012	2012
Biography	Weiner serves as vice president and portfolio manager with M&I Investment Management Corp., his employer since 1993. In addition to the funds he manages, Weiner also manages the M&I Intermediate and Aggregate Fixed Income team. Weiner has earned the designation of a Chartered Financial Analyst.
Daniela M. Mardarovici	Portfolio Manager	2011	2012
Biography	Ms. Mardarovici joined Macquarie Investment Management (MIM) in March 2019 as Senior Vice President and co-head of the firm’s multisector and core plus strategies. Prior to joining the firm, she spent more than 13 years at BMO Global Asset Management as a senior portfolio manager. Since 2014, she was a member of the management committee of TCH, BMO’s US fixed income group, and helped lead business strategy and development efforts. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies,
Peter J. Arts	Portfolio Manager	2012	2012
Biography	Peter manages the Taxable Short Fixed Income Team, overseeing assets in short-duration taxable bond funds, stable value, securities lending, collateralized loan products, offshore funds and separately managed accounts. He is the lead manager of the BMO Prime Money Market Fund, the BMO Government Money Market Fund, the BMO Short-Term Income Fund and related portfolios. He is co-manager of the BMO Tax-Free Money Market Fund. Peter also serves on the Investment Committee, the Risk Committee and the New Business Committee. Peter joined the company in 1994 as a portfolio manager.
Carol H. Lyons	Managing Director, Senior Portfolio Manager	2005	2012
Biography	Lyons joined HIM in 1995. Lyons was appointed a manager of the fund in May 2006 and has fixed income portfolio management and sales experience.
Maureen Svagera	Senior Partner	1996	2012
Biography	Svagera joined Harris Investment Management in 1994 as a senior partner and portfolio manager. Prior to joining the firm, she spent five years at an investment management firm as principal/vice president focusing on the mortgage and asset-backed securities.

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