ANZAX Mutual Fund (Virtus Convertible fund Class A) is managed by Virtus Investment Partners with $195.1M in net assets. ANZAX expense ratio is 0.96%, holding 104 positions across sectors including Other, Information Technology, Utilities. Inception date: 2010-04-12.

ANZAX performance shows a YTD return of 18.36%. The 1-year return is 49.70% and the 5-year return is 9.72%. ANZAX dividend yield stands at 8.66%, paid quarterly.

ANZAX top holdings include Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (5.6%), Western Digital Corporation 3% Nov 15, 2028 (3.6%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (2.7%), BlackRock Liquidity Funds FedFund Institutional Shares (2.7%), Welltower Op Llc Conv. Note (2.5%). View all ANZAX holdings, sector breakdown, or dividend history.

ANZAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ANZAX alternatives are available via the screener, along with tax-loss harvesting opportunities.