AZNIX – Virtus Income & Growth Inst Investment Strategy | Morningstar

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Strategy

The investment seeks total return comprised of current income, current gains and capital appreciation. The fund seeks to achieve its investment objective by normally investing in a combination of common stocks and other equity securities, debt securities and convertible securities. Under normal circumstances, this strategy’s subadviser expects to employ a strategy of writing (selling) options on stocks and/or indexes related to the fund’s equity portfolio.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AZNIX	Virtus Income & Growth Fund Institutional Class	Institutional	Open			Feb 28, 2007	$2.12B	0.900%	Above Average	$1M	−$157.95M
AZNAX	Virtus Income & Growth Fund Class A	Front Load	Open			Feb 28, 2007	$1.90B	1.140%	Above Average	$2,500	−$131.41M
AZNCX	Virtus Income & Growth Fund Class C	Level Load	Closed			Feb 28, 2007	$554.45M	1.900%	Above Average	$2,500	−$182.28M

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