Virtus Income & Growth Fund Institutional Class (AZNIX) is a Allocation--50% to 70% Equity fund with $6.24 Billion in assets. The fund allocates 13.69% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp at 2.98% of total assets. This is followed by Apple Inc (2.11%) and Amazon.com Inc (1.60%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 2.98% | - | - |
| Apple Inc | 2.11% | - | - |
| Amazon.com Inc | 1.60% | - | - |
| NVIDIA Corp | 2.96% | - | - |
| Alphabet Inc | 1.20% | - | - |
| Tesla Inc | 1.00% | - | - |
| Wells Fargo Co | 0.92% | - | - |
| Eli Lilly Co | None | - | - |
| Mastercard Inc | 0.92% | - | - |
| Global Payments Inc | None | - | - |
| Meta Platforms Inc | 1.43% | - | - |
| Tenet Healthcare Corp | 0.90% | - | - |
| Exelon Corp | 0.83% | - | - |
| Welltower OP LLC | 0.86% | - | - |
| PGE Corp | 0.81% | - | - |
| NextEra Energy Inc | 0.75% | - | - |
| Broadcom Inc | 0.93% | - | - |