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Virtus Income & Growth Inst AZNIX

Analyst rating as of
NAV / 1-Day Return
10.31  /  1.34 %
Total Assets
5.2 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Above Average
Longest Manager Tenure
15.59 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.89%
Turnover
70%

Morningstar’s Fund Analysis AZNIX

Will AZNIX outperform in future?

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

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

Associate Director

Analyst Note

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On July 21, 2022 Virtus confirmed that it will keep the same team that quickly transitioned from Allianz Global Investors to Voya Investment Management in recent weeks as managers of both Virtus Income & Growth AZNIX and Virtus Convertible ANNPX. This move was expected, and managers Justin Kass, Michael Yee, and David Oberto will continue to oversee Virtus Income & Growth using the same process and structure at their new firm. The strategy's Morningstar Analyst Rating remains Neutral across all share classes.

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