Virtus Dividend, Interest & Premium Strategy Fund
About: Virtus Dividend, Interest & Premium Strategy Fund is a Massachusetts-based business trust. Its primary investment objective is to seek current income and gains, with a secondary objective of long-term capital appreciation. The fund pursues its investment objectives by investing in a diversified portfolio of dividend-paying common stocks and income-producing convertible securities.
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
31% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 35
0% more funds holding
Funds holding: 128 [Q3] → 128 (+0) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
0.14% less ownership
Funds ownership: 44.68% [Q3] → 44.54% (-0.14%) [Q4]
3% less capital invested
Capital invested by funds: $549M [Q3] → $533M (-$15.9M) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for NFJ.
Financial journalist opinion









