Virtus AllianzGI Income & Growth Fund (AZNIX.O)

At A Glance

You hold AZNIX.O in 0 portfolios

Net Asset Value

12.89USD

 -0.19 -1.45%

01/21/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -7.22%
Classification
Flexible Portfolio
5 Year Return (Annualized)
 12.68%
Lipper Index
Lipper Flex Port Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 5718 funds)*
433 Funds
429 Funds
4643 Funds
212 Funds
433 Funds
3 Year Rating
Peers with Rating
(out of 5718 funds)*
433 Funds
429 Funds
4643 Funds
212 Funds
433 Funds
5 Year Rating
Peers with Rating
(out of 4872 funds)*
377 Funds
373 Funds
3946 Funds
175 Funds
377 Funds
10 Year Rating
Peers with Rating
(out of 2766 funds)*
206 Funds
202 Funds
2268 Funds
89 Funds
206 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 20.0%
3Yr Return
 16.8%
5Yr Return
 12.0%

MBBIX's YTD Return outperformed AZNIX.O

YTD Return
 19.9%
3Yr Return
 16.7%
5Yr Return
 11.9%

MBLDX's YTD Return outperformed AZNIX.O

1 ETF »

YTD Return
 10.7%
3Yr Return
 12.2%
5Yr Return
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View Overview Page For