Interest rates have been rising from generational lows, while pricing pressures continue to raise fears of inflation. Consider an allocation to senior secured leveraged loans, which offer a history of attractive risk-adjusted returns, low to little duration risk, and one of the best potential hedges against inflation.

Discerning active managers with proven records adjusting to credit, liquidity and trading risks may provide much needed diversification to traditional fixed income portfolios.

Not Just Active, Virtus Active

Virtus Seix Senior Loan ETF Key Features

Actively Managed

Provides discerning leveraged loan investors ongoing fundamental credit risk management and enhanced liquidity in a transparent and cost effective vehicle

Diversification

Leveraged loans have offered the potential for higher income and lower correlations to other fixed income asset classes, and though they may potentially provide a hedge against rising interest rates, they have historically performed well in periods of stable interest rates

Senior Secured Leveraged Loans

The Seix leveraged loan investment philosophy emphasizes BB- and B-rated loans, seeking to invest in the healthiest and most undervalued credits in the non-investment grade space

IMPORTANT RISK CONSIDERATIONS
Exchange-Traded Funds (ETF)
: The value of an ETF may be more volatile than the underlying portfolio of securities it is designed to track. The costs to the fund of owning shares of an ETF may exceed the cost of investing directly in the underlying securities. Credit & Interest: Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities. High Yield Fixed Income Securities: There is a greater risk of issuer default, less liquidity, and increased price volatility related to high yield securities than investment grade securities. Bank Loans: Loans may be unsecured or not fully collateralized, may be subject to restrictions on resale and/or trade infrequently on the secondary market. Loans are subject to credit and call risk, may be difficult to value, and have longer settlement times than other investments, which can make loans relatively illiquid at times. Foreign & Emerging Markets: Investing in foreign securities, especially in emerging markets, subjects the portfolio to additional risks such as increased volatility, currency fluctuations, less liquidity, and political, regulatory, economic, and market risk. Market Price/NAV: At the time of purchase and/or sale, an investor’s shares may have a market price that is above or below the fund’s NAV, which may increase the investor’s risk of loss. Market Volatility: Local, regional, or global events such as war, acts of terrorism, the spread of infectious illness or other public health issues, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the portfolio’s assets as intended. Prospectus: For additional information on risks, please see the fund’s prospectus.

Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.

Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.

Morningstar Rating

(as of )

stars

Overall Morningstar® Rating

3 Year
5 Year
10 Year
As of 3/31/2024 the Fund was rated 4 stars out of 214 funds within the Bank Loan Fund category for the 3-year period.
Morningstar ratings are based on risk-adjusted returns. Strong ratings are not indicative of positive fund performance.

Insights on Income Producing Asset Classes

Insights and Resources

Seix Market Review - Leveraged Finance

Seix Market Review - Leveraged Finance

Virtus Seix Senior Loan ETF Fact Sheet

Virtus Seix Senior Loan ETF Fact Sheet