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Virtus Newfleet Low Duration Core Plus Bond Fund Class A (HIMZX)

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10.60 -0.00    0.00%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 57.82M
Virtus Low Duration Income A 10.60 -0.00 0.00%

HIMZX Overview

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

Short-Term Bond

Total Assets

57.82M

Expenses

0.74%

Inception Date

36362

Contact Information

Address Greenfield, MA, 01301
Greenfield,MA 01301
United States
Phone +1 8002431574

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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