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.
NAV / 1-Day Return
10.31 / 1.34 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--50% to 70% Equity
Investment StyleLarge Growth
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis AZNIX
Will AZNIX outperform in future?
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