NYSE | FUND
Virtus Equity & Convertible Income Fund is a closed ended equity mutual fund launched and managed by Allianz Global Investors Fund Management LLC.
The fund is co-managed by Allianz Global InvestorsU. S.
LLC.
It invests in the public equity markets of the United States.
The fund invests in stocks of companies operating across diversified sectors.
It primarily invests in growth stocks of companies.
The fund also invests in income producing convertible securities.
It employs fundamental analysis focusing on factors like above-average earnings growth, high return on invested capital, a healthy or improving balance sheet, strong competitive advantages, and development of new technologies to make its investments.
The fund was formerly known as AGIC Equity & Convertible Income Fund.
Virtus Equity & Convertible Income Fund was formed on Feb 27, 2007 and is domiciled in the United States.
Top 20 Holdings
| Name | Weight |
|---|---|
| Schlumberger Ltd | 1.48% |
| UnitedHealth Group Inc | 1.44% |
| ConocoPhillips | 1.31% |
| Devon Energy Corp | 1.31% |
| JPMorgan Chase & Co | 1.29% |
| Union Pacific Corp | 1.23% |
| Costco Wholesale Corp | 1.22% |
| Mastercard Inc Class A | 1.22% |
| Wells Fargo & Co | 1.21% |
| Booking Holdings Inc | 1.20% |
| Accenture PLC Class A | 1.20% |
| AbbVie Inc | 1.20% |
| Visa Inc Class A | 1.16% |
| Broadcom Inc 8% | 1.11% |
| Waste Management Inc | 1.10% |
| Eli Lilly and Co | 1.09% |
| Intuit Inc | 0.95% |
| Amazon.com Inc | N/A% |
| Tesla Inc | N/A% |
| Mastercard Inc | N/A% |