XNYS
NIE
Market cap701mUSD
Oct 08, Last price
25.32USD
1D
-0.63%
1Q
-5.31%
Jan 2017
37.46%
IPO
1.24%
Name
Virtus Equity & Convertible Income Fund
Chart & performance
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Profile
The Virtus Equity & Convertible Income Fund is a closed-end mutual fund designed to invest in a mix of stocks and income-producing convertible securities. It is overseen and managed by Allianz Global Investors Fund Management LLC, with co-management responsibilities held by Allianz Global Investors U.S. LLC. The fund's primary focus is on public equity markets within the United States, targeting companies across diverse economic sectors. A significant portion of its equity holdings comprises growth-oriented companies. Its investment strategy is rooted in comprehensive fundamental analysis, seeking out firms that exhibit characteristics such as exceptional earnings growth, a high return on invested capital, strong or improving financial stability, pronounced competitive advantages, and engagement in developing new technologies. Initially known as the AGIC Equity & Convertible Income Fund, it was established in the United States on February 27, 2007.
Related entities
Fund manager
VIRTUS INVESTMENT ADVISERS, LLC
Key people
Principal Financial and Chief Accounting Officer, Treasurer · since 2017
Assistant Secretary · since 2015
Assistant Secretary · since 2017
Independent Trustee · since 2019
Independent Trustee · since 2011
Independent Trustee
Independent Vice Chairman of the Board of Trustee · since 2019
Valuation
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