Virtus Newfleet Core Plus Bond Fund Q3 2025 Commentary (SAVAX)

Mutual Fund Commentaries 66 Follower s Follow 5 Share Save Play ( 8min ) Comments Summary The third quarter of 2025 was marked by shifts in macroeconomic, geopolitical, fundamental, and supply and demand dynamics. Economic data in the U.S. continued to point to a resilient economy. The Fund (Class I) returned 2.16% in the third quarter versus the Bloomberg U.S. Aggregate Bond Index return of 2.03%. In addition to changes to the Fund's sector allocation during the quarter, we continue to optimize positioning within sectors based on our view of the best relative value. We are focused on defensive industries given tight valuations, with a preference for utilities, pipelines, and capital goods. Nikada/E+ via Getty Images Fixed Income Market Review The third quarter of 2025 was marked by shifts in macroeconomic, geopolitical, fundamental, and supply and demand dynamics. Markets rebounded from the lows following the “Liberation Day” announcements as immediate economic impacts remained subdued. The final outcomes for This article was written by Mutual Fund Commentaries 66 Follower s Follow Select quarterly mutual fund commentaries.

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