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Longevity vs. Liquidity

Why Retirement Planning Should Include an Income and Growth Fund

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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.

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