Breaking News
Get 50% Off 0
📈 Will you get serious about investing in 2025? Take the first step with 50% off InvestingPro
Claim Offer
Close

Virtus Income & Growth Fund Institutional Class (AZNIX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
11.91 -0.06    -0.50%
27/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 2.14B
Type:  Fund
Market:  United States
Issuer:  Allianz Funds
Asset Class:  Equity
AllianzGI Income & Growth Institutional 11.91 -0.06 -0.50%

AZNIX Overview

 
Find basic information about the Virtus Income & Growth Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add AZNIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US0189205125)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change3.93%
Prev. Close11.97
Risk Rating
TTM Yield2.11%
ROE33.95%
IssuerAllianz Funds
Turnover61%
ROA15.30%
Inception Date39141
Total Assets2.14B
Expenses0.91%
Min. Investment1,000,000
Market Cap361.15B
CategoryAllocation - - 50% to 70% Equity
What is your sentiment on AllianzGI Income & Growth Institutional?
or
Vote to see community's results!

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1130 1048 1179 1098 1526 2096
Fund Return 13% 4.76% 17.93% 3.17% 8.82% 7.68%
Place in category 487 90 517 560 152 116
% in Category 68 16 72 82 27 25

Top Equity Funds by Virtus

  Name Rating Total Assets YTD% 3Y% 10Y%
  AllianzGI Income & Growth A 1.94B 12.73 2.90 7.35
  AllianzGI Focused Growth A 866.39M 38.55 12.08 16.55
  AllianzGI Technology Institutional 836.32M 35.01 8.08 18.23
  AllianzGI Income & Growth C 786.12M 11.91 2.15 6.55
  AllianzGI Technology A 703.72M 34.67 7.80 17.85

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 110.57B 16.59 6.58 8.25
  Vanguard Wellington Admiral 102.03B 17.05 6.03 8.62
  American Funds American Balanced R6 55.76B 16.91 6.91 8.59
  Vanguard Balanced Index Adm 47.65B 17.54 5.48 8.44
  Fidelity Balanced K 42.26B 18.84 6.85 9.90

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 2.11 252.20 -1.33%
  NVIDIA US67066G1040 2.05 137.49 +0.35%
  Microsoft US5949181045 2.01 424.83 -1.32%
  Amazon.com US0231351067 1.46 221.30 -1.10%
  Meta Platforms US30303M1027 1.07 591.04 -1.46%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

AZNIX Comments

Write your thoughts about Virtus Income & Growth Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email