Virtus Investment Trust - Virtus Income & Growth Fund (AIGRX)
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Virtus Investment Trust - Virtus Income & Growth Fund
Allianz Funds
1633 BROADWAY
New York, NY 10109
800-243-1574
Management Information
David J. Oberto,Lead Manager since December 30, 2020
Mr. Oberto is a portfolio manager and a director with Allianz Global Investors, which he joined in 2007. He has portfolio management, research and trading responsibilities for the Income and Growth Strategies team. He has been a portfolio manager for the firm’s US High Yield Bond strategy since 2017. In addition to management responsibility for institutional clients, Mr. Oberto is responsible for managing multiple closed-end and open-end mutual funds. He has 17 years of investment industry experience. Mr. Oberto was previously a portfolio administrator, a credit default swaps (CDS) account manager and a trade-closer for Bain Capital. He began his career as an intern at Gabelli Asset Management. Mr. Oberto has a B.S.B.A. with a concentration in finance and a minor in economics from Fordham University and an M.S. in finance from the D’Amore-McKim School of Business at Northeastern University.
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Morningstar Category
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Fund Overview
CategoryAllocation--30% to 50% Equity
Fund FamilyVirtus
Net Assets6.8B
YTD Return2.35%
Yield1.13%
Morningstar Rating★★★★★
Inception DateFeb 27, 2011
Fund Operations
Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover93.00%
Average for CategoryN/A
Fees & Expenses
ExpenseAIGRXCategory Average
Annual Report Expense Ratio (net)1.53%0.72%
Prospectus Net Expense Ratio1.53%N/A
Prospectus Gross Expense Ratio2.37%N/A
Max 12b1 Fee0.50%N/A
Max Front End Sales LoadN/A4.82%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection574N/A
5 Yr Expense Projection1,108N/A
10 Yr Expense Projection2,571N/A
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