Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.96% -10.16% -- 219232.0
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.20% 58.00% -- Upgrade

Basic Info

Investment Strategy
The Fund seeks current income and gains. The secondary objective of the fund is long-term capital appreciation. The Fund will primarily invest in a diversified portfolio of dividend-paying common stocks and income-producing convertible securities. The Fund will also employ a strategy of writing call options.
General
Security Type Closed-End Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-11.95%
30.89%
12.08%
26.73%
-23.86%
21.34%
9.96%
12.25%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
-8.55%
16.98%
-6.62%
24.73%
-6.07%
-2.14%
16.48%
6.86%
-13.36%
25.32%
-0.10%
28.99%
-6.89%
0.82%
27.10%
7.20%
-10.41%
40.03%
-7.66%
30.04%
0.76%
-6.72%
16.87%
19.19%
-12.37%
23.46%
-7.96%
28.36%
-8.41%
7.58%
19.98%
15.88%
As of December 10, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.42%
Stock 76.72%
Bond 18.93%
Convertible 0.00%
Preferred 2.15%
Other 1.79%
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Basic Info

Investment Strategy
The Fund seeks current income and gains. The secondary objective of the fund is long-term capital appreciation. The Fund will primarily invest in a diversified portfolio of dividend-paying common stocks and income-producing convertible securities. The Fund will also employ a strategy of writing call options.
General
Security Type Closed-End Fund
Broad Asset Class Nontraditional Equity
Broad Category Equity
Global Peer Group Alternative Relative Value
Peer Group Options Arbitrage/Opt Strategies Funds
Global Macro Liquid Alternatives
US Macro Equity Income Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Options Arbitrage/Opt Strategies Funds
Fund Owner Firm Name Virtus
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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