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AIO
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Virtus Artificial Intelligence & Technology Opportunities Fund

🇺🇸 NYSE/NASDAQ

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👑 Overview

📈 Performance

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 4.27%
Annual Growth

5 years average annual growth

🌏

3
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Virtus Artificial Intelligence & Technology Opportunities Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. Under normal market conditions, the Fund seeks to achieve its investment objective by investing across the capital structure in companies across a range of industries and technologies positioned to benefit from the evolution and disruptive power of artificial intelligence and other new technologies. The Fund normally invests at least 80% of its net assets in a combination of securities issued by artificial intelligence companies and in other companies that stand to benefit from artificial intelligence and other technology opportunities. At least 15% of the Fund’s net assets are invested in artificial intelligence companies. The Fund's investment advisor is Virtus Investment Advisers, Inc.

📈 Performance

Price History*

+21.51%

1M

1Y

All Time

Graph

Table

* US price history does not take into account stock splits

How could long term investing grow your wealth?*

Based on an initial investment of

$

and recurring investments every

for

$

Your wealth could grow to...
$68,618.35

after 5 years

$151,697.31

after 10 years

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

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💵 Investing amount calculator

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💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

N/A
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$24.25

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in AIO

3

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

12 weeks

💵 Average investment amount

$315

Last time a customer invested in AIO

42 days
AIO investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

75%

Less than 50k

25%
👶 Age of investors

18 - 25

26 - 34

33%

35 - 90

67%
🙋 Legal gender of investors

Female

67%

Male

33%

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18.13%

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$555.65 USD

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1.41%

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1.05%

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39.35%

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$73.00 USD

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