Virtus Income & Growth Fund (AZNIX.O)

At A Glance

You hold AZNIX.O in 0 portfolios

Net Asset Value

10.74USD

 0.07 +0.66%

07/01/2022

Category
Mixed Equity
YTD Return (Cumulative)
 -20.31%
Classification
Flexible Portfolio
5 Year Return (Annualized)
 7.77%
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 5654 funds)*
427 Funds
423 Funds
4581 Funds
222 Funds
427 Funds
3 Year Rating
Peers with Rating
(out of 5654 funds)*
427 Funds
423 Funds
4581 Funds
222 Funds
427 Funds
5 Year Rating
Peers with Rating
(out of 4944 funds)*
380 Funds
376 Funds
3995 Funds
192 Funds
380 Funds
10 Year Rating
Peers with Rating
(out of 2886 funds)*
217 Funds
213 Funds
2356 Funds
99 Funds
217 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
 8.3%
3Yr Return
 12.9%
5Yr Return
 8.8%

RAPZX's YTD, 3 year, and 5 year Returns outperformed AZNIX.O

YTD Return
 8.3%
3Yr Return
 12.9%
5Yr Return
 8.8%

RAPIX's YTD, 3 year, and 5 year Returns outperformed AZNIX.O

1 ETF »

YTD Return
 2.3%
3Yr Return
 8.5%
5Yr Return
--

TRTY's YTD Return outperformed AZNIX.O

View Overview Page For