Virtus Senior Floating Fund Quote
| PSFIX Fund | USD 8.63 0.01 0.12% |
PerformanceVery Strong
| Odds Of DistressLow
|
Virtus Senior is trading at 8.63 as of the 22nd of July 2025; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 8.62. Virtus Senior has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 23rd of April 2025 and ending today, the 22nd of July 2025. Click here to learn more.
The fund offers the potential for attractive total return and income by investing primarily in non-investment grade bank loans with a focus on higher quality companies within a rating tier. Under normal circumstances, it will invest at least 80 percent of its net assets in a portfolio of senior floating rate loans . More on Virtus Senior Floating
Moving together with Virtus Mutual Fund
Virtus Mutual Fund Highlights
| Fund Concentration | Virtus Funds, Large Funds, Bank Loan Funds, Bank Loan, Virtus (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 27th of January 2023 |
| Fiscal Year End | September |
Virtus Senior Floating [PSFIX] is traded in USA and was established 22nd of July 2025. Virtus Senior is listed under Virtus category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Virtus family. This fund at this time has accumulated 175.18 M in assets with minimum initial investment of 100 K. Virtus Senior Floating is currently producing year-to-date (YTD) return of 3.09% with the current yeild of 0.08%, while the total return for the last 3 years was 9.1%.
Check Virtus Senior Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Virtus Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Virtus Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Virtus Senior Floating Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Virtus Senior Top Holders
| PDPCX | Virtus Alternatives Diversifier | Mutual Fund | World Allocation | |
| VADIX | Virtus Alternatives Diversifier | Mutual Fund | World Allocation | |
| PDPAX | Virtus Alternatives Diversifier | Mutual Fund | World Allocation |
Virtus Senior Floating Risk Profiles
| Mean Deviation | 0.095 | |||
| Standard Deviation | 0.1394 | |||
| Variance | 0.0194 | |||
| Risk Adjusted Performance | 0.3388 |
Virtus Senior Against Markets
Other Information on Investing in Virtus Mutual Fund
Virtus Senior financial ratios help investors to determine whether Virtus Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Virtus with respect to the benefits of owning Virtus Senior security.
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