NC

Virtus Convertible & Income Fund II

NCZFinancial ServicesNASDAQ

Asset Management

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Financials · Annual
Revenue
$68.2M
+28.7% YoY
Net Income
$67.7M
+29.1% YoY
Free Cash Flow
$11.2M

Scan Results

Daily timeframe
DateIndicatorDetails
Jul 8 MACD Negative CrossoverHistogram -0.0243, negative momentum
Jul 7 MACD Negative CrossoverHistogram -0.0154, negative momentum
About Virtus Convertible & Income Fund II

Virtus Convertible & Income Fund II is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The $286.2M market capitalization puts NCZ squarely in micro-cap range for its industry. The fund is co-managed by Allianz Global Investors U.S.

Key stats
Market Cap$286.2M
P/E (TTM)4.22
EPS$3.56
Beta1.21
52W Change+15.1%
Dividend Yield9.74%
ROE17.2%
Analysis

Virtus Convertible & Income Fund II carries $46.8M in total debt against $8.1M in cash reserves — debt is roughly 5.8x the cash position. Managing this leverage effectively will be important for long-term financial stability. Annual free cash flow of $11.2M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at 17.2%, which is strong for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 1.8% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $118.7M to $68.2M.

Virtus Convertible & Income Fund II carries a heavier debt load relative to its cash position, which introduces financial risk that investors should weigh. No single metric tells the full story. Reviewing NCZ's risk profile alongside its fundamentals and technical indicators provides a more complete picture.

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