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Longevity vs. Liquidity

Why Retirement Planning Should Include an Income and Growth Fund


Despite rising life expectancy, many investors are investing too conservatively and may be hard pressed to retire comfortably. One way an advisor can outsource the complexity of building and managing a portfolio for different retirement scenarios (and all market environments) is the Virtus AllianzGI Income & Growth Fund (AZNAX), a new five-star1 member of the Virtus fund family which could complement both core fixed income and equity allocations.

The fund aims to provide a steady stream of income by accessing three distinct asset classes; U.S. equities, U.S. convertible securities, and U.S. high yield bonds. The Fund aims to deliver consistent, high income, the potential for capital appreciation, dampened volatility compared to equities and a lower sensitivity to interest rates relative to investment grade bonds.

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 1 Morningstar Overall Rating™ among 524 funds in the Allocation–30% to 50% Equity category as of 12/31/2020. Morningstar measures risk-adjusted returns. The overall rating is a weighted average based on the 3-, 5- and 10-year star rating.