ANZCX Mutual Fund (Virtus Convertible fund Class c) is managed by Virtus Investment Partners with $62.7M in net assets. ANZCX expense ratio is 1.73%, holding 104 positions across sectors including Other, Information Technology, Utilities. Inception date: 2010-04-12.

ANZCX performance shows a YTD return of 17.90%. The 1-year return is 48.35% and the 5-year return is 8.90%. ANZCX dividend yield stands at 7.82%, paid quarterly.

ANZCX 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 ANZCX holdings, sector breakdown, or dividend history.

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