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Virtus Convertible Admin ANNAX

Analyst rating as of
NAV / 1-Day Return
32.81  /  1.11 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Above Average
Longest Manager Tenure
18.62 years
Category
Convertibles
Investment Style
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
0.52%
Turnover
130%

Morningstar’s Fund Analysis ANNAX

Will ANNAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Virtus Convertible's Management Team Stays; Ratings Maintained

Analyst Note

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On July 21, 2022, Virtus confirmed that the team running Virtus Convertible ANNPX will remain intact. This strategy recently transitioned from Allianz Global Investors to Voya Investment Management, and managers Justin Kass, Michael Yee, and David Oberto will continue to oversee the strategy at their new firm without altering their process. The strategy's Morningstar Analyst Rating remains Silver for its cheapest shares, Bronze for the pricier shares, and Neutral for the most expensive shares.

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