NCZ

Virtus Convertible & Income Fund II

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This fund invests primarily in a diversified portfolio of convertible fixed income securities and other bonds across all issuers, targeting high yields.

$ 14.90
0.47 %

Virtus Convertible & Income Fund II

$ 14.90
0.47 %
NCZ

This fund invests primarily in a diversified portfolio of convertible fixed income securities and other bonds across all issuers, targeting high yields.

Price history of Virtus Convertible & Income Fund II
Price history of Virtus Convertible & Income Fund II

Performance & Momentum

6 Months 9.73 %
1 Year 42.28 %
3 Years 75.56 %
5 Years 29.91 %

Strategic Analysis

Virtus Convertible & Income Fund II • 2026

Virtus Convertible & Income Fund II positions itself as a specialized fund in convertible fixed income securities, offering investors access to a diversified portfolio focused on generating high income. Its strategy combines the stability of bonds with the appreciation potential of convertibles, thus targeting an attractive yield in varied market conditions.

Strengths
  • Diversification across a wide range of issuers and convertible securities
  • Clear focus on generating high income, appealing to dividend-seeking investors
  • Strong performance history over the medium and long term
Weaknesses
  • Sensitivity to interest rate fluctuations that could impact the valuation of convertible bonds
Momentum

The momentum is positive, supported by a consistent upward trend across multiple time horizons, reflecting dynamic valuation in a favorable environment for convertible fixed income assets. This dynamic encourages considering this fund as a potentially strong performer in a balanced portfolio.

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