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Virtus Income & Growth C AZNCX Fund Analysis

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

Morningstar’s Analysis AZNCX

Will AZNCX 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 AZNCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AZNCX 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 AZNCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A risky portfolio in experienced hands.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Virtus Income & Growth has maintained its stable and growing team amidst firm-level disturbances, but its questionable portfolio design and fixed distribution target expose investors to undue volatility.

by Hyunmin Kim
Rated on Published on

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