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The Virtus Artificial Intelligence & Technology Opportunities Fund operates as a diversified, closed-end management investment company. Its core objective is to deliver both consistent income and capital appreciation. The fund achieves this by concentrating on a significant, enduring growth trend in the market: the transformative potential of artificial intelligence and other emerging technologies. It strategically allocates capital across an expanding array of technologies and industries that are leveraging these disruptive innovations. Virtus Investment Advisers, Inc. serves as the primary…
Is AIO's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Virtus Artificial Intelligence and Technology Opportunities Fund (NYSE: AIO). In a filing disclosed on September 25th, the Representative disclosed that they had sold between $15,001 and $50,000 in Virtus Artificial Intelligence and Technology Opportunities Fund stock on August 31st. The trade occurred in the Representative's "HERN FAMILY FOUNDATION"
The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 10% plus yield and nearly a 6% NAV discount. Selections emphasize sector diversification, long-term outperformance, sustainable distributions, and attractive valuations, with a focus on both equity and credit-oriented CEFs. CEFs are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone.
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) today announced it will increase its monthly distribution from $0.18 per share to $0.21 per share, an increase of 17% or $0.03 per share, effective with the October distribution: Ticker Amount of Distribution Ex-Date/Record Date Payable Date AIO $0.21 October 13, 2026 October 29, 2026 AIO $0.21 November 12, 2026 November 27, 2026 This increase is part of the Fund's ongoing efforts to.
Virtus Artificial Intelligence & Technology Opportunities Fund is rated Hold, balancing solid diversification with notable risks and recent underperformance. AIO's portfolio leans defensive, emphasizing convertibles, high-yield bonds, and low-beta AI equities, yielding ~8% but with limited alpha potential. Leverage (~12%) and high expenses (~2.32%) introduce drawdown risks, especially if equities and credit correct simultaneously.
HARTFORD, Conn.--(BUSINESS WIRE)--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) today announced the following monthly distribution: Ticker Amount of Distribution Ex-Date/Record Date Payable Date AIO $0.18 September 14, 2026 September 29, 2026 Under the terms of its Managed Distribution Plan, the Fund will seek to maintain a consistent distribution level that may be paid, in part or in full, from net investment income and realized capital gains, or a combination.