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Virtus Convertible & Income Fund (NCV-PA)

21.78
-0.15
(-0.70%)
At close: 3:31:35 PM EDT
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  • Previous Close 21.93
  • Open 21.89
  • Bid 18.00 x 800
  • Ask 21.95 x 2200
  • Day's Range 21.78 - 22.00
  • 52 Week Range 20.72 - 23.64
  • Volume 11,963
  • Avg. Volume 3,384
  • Market Cap (intraday) 434.219M
  • Beta (5Y Monthly) 1.23
  • PE Ratio (TTM) 14.80
  • EPS (TTM) 1.47
  • Earnings Date --
  • Forward Dividend & Yield 1.41 (6.41%)
  • Ex-Dividend Date Mar 17, 2025
  • 1y Target Est --

Virtus Convertible & Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Allianz Global Investors U.S. LLC. It invests in fixed income markets of the United States. The fund primarily invests in convertible securities and non-convertible high-yield bonds rated below investment grade. It invests in securities with a broad range of maturities, with a weighted average maturity ranging between five to ten years. The fund employs fundamental analysis with a bottom up stock picking approach to create its portfolio. It conducts in house research using proprietary models. The fund was formerly known as AGIC Convertible & Income Fund. Virtus Convertible & Income Fund was formed on March 31, 2003 and is domiciled in the United States.

www.allianzinvestors.com/Products/pages/12.aspx

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Full Time Employees

January 31

Fiscal Year Ends

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Performance Overview: NCV-PA

Trailing total returns as of 5/8/2025, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

NCV-PA
4.30%
S&P 500 (^GSPC)
3.70%

1-Year Return

NCV-PA
5.94%
S&P 500 (^GSPC)
9.18%

3-Year Return

NCV-PA
9.03%
S&P 500 (^GSPC)
37.36%

5-Year Return

NCV-PA
9.09%
S&P 500 (^GSPC)
93.32%

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Statistics: NCV-PA

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Valuation Measures

Annual
As of
  • Market Cap

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  • Enterprise Value

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  • Trailing P/E

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  • Forward P/E

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  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    --

  • Price/Book (mrq)

    --

  • Enterprise Value/Revenue

    --

  • Enterprise Value/EBITDA

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Financial Highlights

Profitability and Income Statement

  • Profit Margin

    270.93%

  • Return on Assets (ttm)

    2.19%

  • Return on Equity (ttm)

    14.68%

  • Revenue (ttm)

    24.07M

  • Net Income Avi to Common (ttm)

    59.59M

  • Diluted EPS (ttm)

    1.47

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    10.74M

  • Total Debt/Equity (mrq)

    24.01%

  • Levered Free Cash Flow (ttm)

    4.87M

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