Virtus Convertible Fund Releases Q1 2026 Commentary

Virtus Investment Partners published its first-quarter 2026 commentary for the Virtus Convertible Fund (ANZAX) on Tuesday. The report covers the fund's performance and the convertible securities market during the period.

The commentary discusses how convertible bonds, preferred shares, and other hybrid instruments performed against broader fixed-income and equity benchmarks. It also outlines the fund's positioning and outlook for the remainder of the year.

Convertible securities offer a blend of bond-like income and equity upside, making them sensitive to both interest rate moves and stock market swings. The Q1 period saw mixed conditions for the asset class, with rate volatility and sector rotation creating both opportunities and headwinds.

Virtus did not disclose specific return figures or portfolio changes in the summary release. The full commentary is available to shareholders and on the firm's website.