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Virtus AllianzGI Convertible A ANZAX

Analyst rating as of
NAV / 1-Day Return
47.11  /  0.82 %
Total Assets
3.1 Bil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Low
Longest Manager Tenure
26.82 years
Category
Convertibles
Investment Style
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.41%
Turnover
145%
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Morningstar’s Analysis

Will ANZAX outperform in future?

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

Among the best in the space.

Summary

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Virtus AllianzGI Convertible's strong leadership and effective process have contributed to top-tier results over the long term. The strategy's cheapest share class earns a Morningstar Analyst Rating of Gold, while its more expensive share classes warrant Silver, Bronze, and Neutral ratings.

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