AIO is marketed as an artificial intelligence fund that pays a high yield. The fund pays an attractive 10.7% forward yield.

AIO had outperformed its 'peers' through 2022, though still down quite significantly for the year. Its portfolio is quite different, with meaningful allocations outside technology that helped provide ...

2022 was a year to forget, while most believe 2023 will begin with the same issues that took the equity and bond markets well into bear market territory last year. That is, a hawkish Federal Reserve t...

Closed-end funds have generally struggled this year amid rising rates and weak returns from high-duration assets. Artificial Intelligence has been particularly under fire as speculative fervor exited ...

Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) invests in a broad spectrum of technologies and sectors embracing the disruptive power of AI and other new technologies. The fund i...

This unique fund pays a 10% yield and is trading at a more than -12% discount to NAV. The fund manager was recently replaced and may have a positive impact on the fund's future performance.

According to our estimates for 2030, propelled by AI software, total IT spend could increase 20% at an annual rate and surpass $20 trillion, which is four times the ~$5 trillion consensus estimate. An...

AIO has been beaten down significantly this year as tech continues to go deeper into bear market territory. The fund is at a deep discount on top of these declines that exaggerated the losses.

Equity CEF Performances: Updated Through Feb. 25, 2022

AIO is a hybrid convertible fund that focuses on tech and AI investments, but they also have significant exposure to common equities. As tech has been in sell-off mode, it would seem that the converti...