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Virtus Equity & Convertible Income Fund

CIK: 0001383441 NIE Fixed Income
Report date: 2026-03-31
AUM $779M
Expense Ratio
Category Fixed Income
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

From latest SEC N-PORT filing · US-listed stocks only

110 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.01%
$-0.04 -1,137
2 ADI Analog Devices Inc Since 2026-05-10 032654105 Equity (Common)
0.66%
$5.18 16,660
3 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.72%
$5.63 51,055
4 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.67%
$5.20 44,945
5 DASH DOORDASH INC Since 2026-05-10 25809KAA3 Debt
0.24%
$1.87 1,870,000
6 VIAV VIAVI SOLUTIONS INC Since 2026-05-10 925550AJ4 Debt
0.37%
$2.92 1,555,000
7 ALNY ALNYLAM PHARMACEUTICALS Since 2026-05-10 02043QAB3 Debt
0.25%
$1.98 1,520,000
8 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
1.02%
$7.95 23,480
9 WMT Walmart Inc Since 2026-05-10 931142103 Equity (Common)
0.86%
$6.69 56,160
10 TMDX TRANSMEDICS GROUP INC Since 2026-05-10 89377MAB5 Debt
0.14%
$1.07 670,000
11 MSTR STRATEGY INC Since 2026-05-10 594972887 Equity (Preferred)
0.08%
$0.60 7,090
12 EXPE EXPEDIA GROUP INC Since 2026-05-10 30212PBE4 Debt
0.25%
$1.93 1,745,000
13 RIOT RIOT PLATFORMS INC Since 2026-05-10 767292AB1 Debt
0.24%
$1.90 1,445,000
14 EQIX Equinix Inc Since 2026-05-10 29444U700 Equity (Common)
0.30%
$2.35 2,860
15 JOBY JOBY AVIATION INC Since 2026-05-10 47775AAA9 Debt
0.18%
$1.38 1,355,000
16 PLTR Palantir Technologies Inc Since 2026-05-10 69608A108 Equity (Common)
0.18%
$1.37 9,330
17 MSTR STRATEGY INC Since 2026-05-10 594972AS0 Debt
0.53%
$4.16 4,940,000
18 CAH Cardinal Health Inc Since 2026-05-10 14149Y108 Equity (Common)
0.77%
$6.02 28,005
19 MP MP MATERIALS CORP Since 2026-05-10 553368AC5 Debt
0.19%
$1.50 525,000
20 ALHC ALIGNMENT HEALTHCARE Since 2026-05-10 01625VAB0 Debt
0.45%
$3.47 2,090,000
21 FE FIRSTENERGY CORP Since 2026-05-10 337932AS6 Debt
0.40%
$3.11 2,855,000
22 COGT COGENT BIOSCIENCES INC Since 2026-05-10 19240QAA0 Debt
0.19%
$1.48 1,235,000
23 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAB3 Debt
0.51%
$3.96 4,010,000
24 BILL BILL HOLDINGS INC Since 2026-05-10 090043AF7 Debt
0.27%
$2.08 2,325,000
25 WFC WELLS FARGO & COMPANY Since 2026-05-10 949746804 Equity (Preferred)
1.13%
$8.78 7,115
26 MU Micron Technology Inc Since 2026-05-10 595112103 Equity (Common)
0.96%
$7.51 18,105
27 BX Blackstone Inc Since 2026-05-10 09260D107 Equity (Common)
0.21%
$1.67 11,735
28 AVAV AEROVIRONMENT INC Since 2026-05-10 008073AA6 Debt
0.25%
$1.91 1,625,000
29 TSLA Tesla Inc Since 2026-05-10 88160R101 Equity (Common)
0.85%
$6.61 15,345
30 LEU CENTRUS ENERGY CORP Since 2026-05-10 15643UAF1 Debt
0.29%
$2.24 1,550,000
31 XYZ BLOCK INC Since 2026-05-10 852234AK9 Debt
0.45%
$3.49 3,765,000
32 WEC WEC ENERGY GROUP INC Since 2026-05-10 92939UAS5 Debt
0.48%
$3.75 3,665,000
33 VECO VEECO INSTRUMENTS INC Since 2026-05-10 922417AJ9 Debt
0.25%
$1.94 1,495,000
34 ARRY ARRAY TECHNOLOGIES INC Since 2026-05-10 04271TAC4 Debt
0.21%
$1.63 960,000
35 SMCI SUPER MICRO COMPUTER INC Since 2026-05-10 86800UAB0 Debt
0.22%
$1.74 1,910,000
36 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
3.33%
$25.96 76,805
37 CBRE CBRE Group Inc Since 2026-05-10 12504L109 Equity (Common)
0.55%
$4.30 25,240
38 WT WISDOMTREE INC Since 2026-05-10 97717PAJ3 Debt
0.20%
$1.60 1,375,000
39 XMTR XOMETRY INC Since 2026-05-10 98423FAC3 Debt
0.17%
$1.29 880,000
40 LITE LUMENTUM HOLDINGS INC Since 2026-05-10 55024UAJ8 Debt
1.31%
$10.18 4,490,000
41 AVGO Broadcom Inc Since 2026-05-10 11135F101 Equity (Common)
1.75%
$13.63 41,155
42 MRVL Marvell Technology Inc Since 2026-05-10 573874104 Equity (Common)
0.30%
$2.31 29,215
43 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.30%
$2.31 4,580
44 GILD Gilead Sciences Inc Since 2026-05-10 375558103 Equity (Common)
0.82%
$6.42 45,250
45 IRTC IRHYTHM HOLDINGS INC Since 2026-05-10 450056AB2 Debt
0.18%
$1.37 1,080,000
46 ODFL Old Dominion Freight Line Inc Since 2026-05-10 679580100 Equity (Common)
0.23%
$1.82 10,520
47 ZS ZSCALER INC. Since 2026-05-10 98980GAC6 Debt
0.29%
$2.27 2,445,000
48 MKSI MKS INC Since 2026-05-10 55306NAB0 Debt
0.52%
$4.03 2,395,000
49 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAD1 Debt
0.42%
$3.29 1,645,000
50 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAD4 Debt
0.21%
$1.61 1,415,000
51 KKR KKR & CO INC Since 2026-05-10 48251W500 Equity (Preferred)
0.32%
$2.49 50,940
52 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.11%
$0.87 1,735
53 AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 00971TAL5 Debt
0.43%
$3.35 3,160,000
54 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452J307 Equity (Preferred)
0.08%
$0.63 8,330
55 FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 82452JAD1 Debt
0.13%
$0.99 1,030,000
56 AON Aon PLC Since 2026-05-10 Equity (Common)
0.35%
$2.71 7,755
57 UBER UBER TECHNOLOGIES INC Since 2026-05-10 90353TAM2 Debt
0.33%
$2.58 2,015,000
58 ABBV AbbVie Inc Since 2026-05-10 00287Y109 Equity (Common)
0.54%
$4.22 18,944
59 GH GUARDANT HEALTH INC Since 2026-05-10 40131MAE9 Debt
0.09%
$0.66 560,000
60 AMD Advanced Micro Devices Inc Since 2026-05-10 007903107 Equity (Common)
0.34%
$2.66 11,245
61 CAT Caterpillar Inc Since 2026-05-10 149123101 Equity (Common)
1.05%
$8.22 12,505
62 NVMI NOVA LTD Since 2026-05-10 66982MAA2 Debt
0.27%
$2.12 1,325,000
63 DDOG DATADOG INC Since 2026-05-10 23804LAD5 Debt
0.35%
$2.72 2,765,000
64 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -174
65 BURL BURLINGTON STORES INC Since 2026-05-10 122017AD8 Debt
0.20%
$1.57 1,035,000
66 NEE NEXTERA ENERGY INC Since 2026-05-10 65339F663 Equity (Preferred)
0.20%
$1.53 27,620
67 AFRM AFFIRM HOLDINGS INC Since 2026-05-10 00827BAD8 Debt
0.27%
$2.08 2,015,000
68 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AG0 Debt
0.30%
$2.32 2,335,000
69 QXO QXO INC Since 2026-05-10 82846H504 Equity (Preferred)
0.29%
$2.25 35,480
70 CRWD Crowdstrike Holdings Inc Since 2026-05-10 22788C105 Equity (Common)
0.26%
$2.05 4,640
71 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.03 -91
72 NKE NIKE Inc Since 2026-05-10 654106103 Equity (Common)
0.25%
$1.95 31,580
73 ZTS ZOETIS INC Since 2026-05-10 98978VAY9 Debt
0.29%
$2.25 2,200,000
74 INDI INDIE SEMICONDUCTOR INC Since 2026-05-10 45569UAA9 Debt
0.14%
$1.13 1,090,000
75 WULF TERAWULF INC Since 2026-05-10 88080TAE4 Debt
0.18%
$1.39 1,475,000
76 TTWO Take-Two Interactive Software Since 2026-05-10 874054109 Equity (Common)
0.32%
$2.50 11,338
77 CELC CELCUITY INC Since 2026-05-10 15102KAA8 Debt
0.16%
$1.28 545,000
78 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -26
79 OSIS OSI SYSTEMS INC Since 2026-05-10 671044AF2 Debt
0.18%
$1.40 955,000
80 NET CLOUDFLARE INC Since 2026-05-10 18915MAC1 Debt
0.55%
$4.30 3,915,000
81 CMI Cummins Inc Since 2026-05-10 231021106 Equity (Common)
0.59%
$4.57 7,895
82 JPM JPMorgan Chase & Co Since 2026-05-10 46625H100 Equity (Common)
0.72%
$5.62 18,370
83 U UNITY SOFTWARE INC Since 2026-05-10 91332UAG6 Debt
0.24%
$1.88 1,675,000
84 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -62
85 COIN COINBASE GLOBAL INC Since 2026-05-10 19260QAG2 Debt
0.28%
$2.21 2,460,000
86 CDNS Cadence Design Systems Inc Since 2026-05-10 127387108 Equity (Common)
0.43%
$3.36 11,345
87 TEM TEMPUS AI INC Since 2026-05-10 88023BAD5 Debt
0.17%
$1.33 1,225,000
88 BWXT BWX TECHNOLOGIES INC Since 2026-05-10 05605HAD2 Debt
0.28%
$2.14 2,080,000
89 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -77
90 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
3.31%
$25.79 107,760
91 ATEC ALPHATEC HOLDINGS INC Since 2026-05-10 02081GAC6 Debt
0.26%
$2.00 1,640,000
92 CHWY Chewy Inc Since 2026-05-10 16679L109 Equity (Common)
0.22%
$1.75 60,095
93 SNOW SNOWFLAKE INC Since 2026-05-10 833445AD1 Debt
0.36%
$2.81 1,995,000
94 MSTR STRATEGY INC Since 2026-05-10 594972AT8 Debt
0.17%
$1.30 1,465,000
95 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.00 -89
96 CSCO Cisco Systems Inc Since 2026-05-10 17275R102 Equity (Common)
0.64%
$4.99 63,730
97 MIR MIRION TECHNOLOGIES INC Since 2026-05-10 60471AAA9 Debt
0.36%
$2.78 2,155,000
98 ICE INTERCONTINENTAL EXCHANGE, INC. Since 2026-05-10 Derivative
-0.00%
$-0.01 -63
99 W WAYFAIR INC Since 2026-05-10 94419LAP6 Debt
0.34%
$2.66 1,555,000
100 MSI Motorola Solutions Inc Since 2026-05-10 620076307 Equity (Common)
0.23%
$1.81 4,505
101 ROK Rockwell Automation Inc Since 2026-05-10 773903109 Equity (Common)
0.61%
$4.77 11,305
102 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
0.33%
$2.57 14,775
103 ASTS AST SPACEMOBILE INC Since 2026-05-10 00217DAE0 Debt
0.34%
$2.62 1,925,000
104 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.51%
$11.78 16,437
105 PI IMPINJ INC Since 2026-05-10 453204AE9 Debt
0.17%
$1.35 1,405,000
106 BBIO BRIDGEBIO PHARMA INC Since 2026-05-10 10806XAH5 Debt
0.44%
$3.43 1,975,000
107 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
4.03%
$31.43 121,113
108 SOFI SOFI TECHNOLOGIES INC Since 2026-05-10 83406FAA0 Debt
0.31%
$2.41 2,030,000
109 DD DuPont de Nemours Inc Since 2026-05-10 26614N102 Equity (Common)
0.16%
$1.27 28,972
110 LUNR INTUITIVE MACHINES INC Since 2026-05-10 46125AAA8 Debt
0.30%
$2.32 1,300,000