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Morningstar

Virtus Income & Growth A AZNAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.42  /  0.87 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.130%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.08%
  • Turnover 70%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:32 AM GMT+00:00

Morningstar’s Analysis AZNAX

Will AZNAX outperform in 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.

Virtus Officially Retains Virtus Income & Growth's Management Team; Ratings Maintained

Associate Director

Analyst Note

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