Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) Research

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 investment advisor, with Voya Investment Management Co. LLC fulfilling the role of its designated subadvisor.

Market snapshot

Symbol
AIO
Price
$28.30
Day change
+2.91%
Market cap
$974.6M
P/E ratio
6.52x
52-week range
20.91-28.34
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BNY Mellon Smallcap Stock Index Fund (DISIX)
  • Eaton Vance Enhanced Equity Income Fund (EOI)
  • John Hancock Tax-Advantaged Dividend Income Fund (HTD)
  • Invesco Energy Fund (IENAX)
  • BlackRock MuniYield Quality Fund, Inc. (MQY)
  • Virtus Equity & Convertible Income Fund (NIE)
  • PIMCO Corporate & Income Strategy Fund (PCN)
  • PIMCO Dynamic Income Strategy Fund (PDX)

Recent insider activity

  • BRADLEY WILLIAM PATRICK III — S-Sale (2000 shares) on 2026-03-20
  • BRADLEY WILLIAM PATRICK III — P-Purchase (2000 shares) on 2025-07-29
  • Toms Matthew — trade (0 shares) on 2024-01-10
  • MCDANIEL CONNIE D — P-Purchase (2925 shares) on 2023-12-11
  • BURKE DONALD C — P-Purchase (831.541 shares) on 2023-06-28

Open Virtus Artificial Intelligence & Technology Opportunities Fund (AIO) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.