Virtus Artificial Intelligence & Technology Opportunities Fund

1D
1W
1M
3M
YTD
1Y
5Y
ALL

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About AIO

Virtus AllianzGI Artificial Intelligence & Tech Opp Fund is a diversified, limited term closed-end management investment company. Its objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. 

Category
Technology
CategoryTechnology
Number of holdings
100
Number of holdings100
Inception Date
Oct 31, 2019
Inception DateOct 31, 2019

What's in this fund

Sectors

As of December 31, 2025
Technology45.27%
Financial Services16.93%
Healthcare13.86%
Industrials11.34%
Communication Services5.31%
Consumer Defensive3.38%
Consumer Cyclical2.98%
Utilities0.93%

Top 10 Holdings (28.77% of total assets)

As of December 31, 2025
NameSymbol% Assets
NVIDIANVDA5.69%
BroadcomAVGO2.97%
CitigroupC2.91%
Eli LillyLLY2.89%
Taiwan Semiconductor ManufacturingTSM2.65%
MicrosoftMSFT2.61%
FlexFLEX2.50%
Lumentum Holdings Inc. 0.5%2.30%
Welltower OP LLC 3.125%2.14%
MACOM Technology Solutions Holdings Inc.2.11%

AIO Key Statistics

AUM
856.15M
AUM856.15M
Price-Earnings ratio
5.36
Price-Earnings ratio5.36
30-Day yield
30-Day yield
Average volume
162.14K
Average volume162.14K
High today
$22.96
High today$22.96
Low today
$22.55
Low today$22.55
Open price
$22.83
Open price$22.83
Volume
120.08K
Volume120.08K
52 Week high
$25.69
52 Week high$25.69
52 Week low
$16.18
52 Week low$16.18
Expense ratio
1.41
Expense ratio1.41

Average Annual Return

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Newly Listed

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All investments involve risks, including the loss of principal. Performance data represents past performance and is no guarantee of future results. Investment returns and principal value will fluctuate and are subject to market volatility. An investment, when sold, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data quoted. Options are risky and aren’t suitable for all investors. To learn more about risks, read the Options Disclosure Document.