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Virtus Equity & Convertible Income Fund
101 Munson Street
Phone: (212) 739-3000p:212 739-3000 GREENFIELD, MA  01301  United States Ticker: NIE NIE

Business Summary
Virtus Equity & Convertible Income Fund (the Fund) is a diversified, closed-end management investment company. The Fund’s investment objective is to seek total return comprised of capital appreciation, current income and gains. The Fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in a combination of equity securities and income-producing convertible securities. The equity component of the Fund may vary from 40-80% and the convertible component may vary from 20-60% of assets. The Fund's investment advisor is Virtus Investment Advisers, Inc. and its investment subadvisor is Voya Investment Management Co. LLC.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
Yes------

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
7/31/20241/31/2024YesYes---

Industries
SIC Code Description
6726 Unit investment trusts, face-amount certificate offices

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chief Financial Officer, Executive Vice President, Treasurer W. PatrickBradley 51 1/1/2021 1/1/2021
Executive Vice President Richard W.Smirl 57 1/1/2021 1/1/2021
Senior Vice President Peter J.Batchelar 54 1/1/2021 1/1/2021
11 additional Officers and Directors records available in full report.

Business Names
Business Name
Nicholas-Applegate Eq. & In. Capture Fn.
Nicholas-Applegate Equity & Convertible Income Capture Fund
Nicholas-Applegate Equity & Convertible Income Fund
Nicholas-Applegate Equity & Convertible Income Fund
NIE

General Information
Outstanding Shares: 27,708,965 (As of 7/31/2024)
Stock Exchange: NYSE
Federal Tax Id: 000939386


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Monday, December 2, 2024