Virtus Income & Growth FundAZNAX

MUTUAL FUNDVirtus
Type
Mutual fund
Peer group
Allocation
Net assets
$4.5B
Expense ratio
1.14%
1-year return
+10.4%
3 years, a year
-17.4%
5 years, a year
-33.1%
12-month yield
7.30%
Holdings
372

What it aims to do.

The fund seeks total return comprised of current income, current gains and capital appreciation.

Top 10 holdings.

Holding% of fund
NVDA NVIDIA Corp.2.98%
BlackRock Liquidity Funds2.72%
AAPL Apple Inc.2.22%
LITE Lumentum Holdings Inc.1.93%
GOOGL Alphabet Inc.1.74%
MSFT Microsoft Corp.1.38%
AMZN Amazon.com, Inc.1.29%
WDC Western Digital Corp.1.22%
JNJ Johnson & Johnson1.03%
AVGO Broadcom Inc1.01%

More on AZNAX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.