Morningstar

Virtus Income & Growth Fund Class A AZNAX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Virtus Investment Hub

Morningstar’s Analysis AZNAX

Will AZNAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AZNAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AZNAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AZNAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Product design remains a key consideration; new managers bring promise that are yet to be tested.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Virtus Income and Growth underwent a significant multimanager transition in August 2026. While the firm brought in capable subadvisors, an unconventional product design remains in place, and incremental process improvements from the new manager lineup are still to be proved.

by Hyunmin Kim
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