Virtus NFJ Dividend Value Fund

Virtus NFJ Dividend Value Fund is a registered fund series of Virtus Investment Trust (series S000007963). Net assets $480.5M as of 2026-03-31.

Profile

Advisers

Top holdings (63 reported)

Showing 15 of 63 holdings by value.

HoldingTickerValue% of fund
Marvell Technology Inc$19.4M403.73%
HF Sinclair Corp.$18.5M385.16%
The Charles Schwab Corporation$18.3M380.87%
Prologis Inc.$18.0M373.97%
Alphabet Inc.$17.1M355.43%
Pfizer Inc.$14.8M308.85%
NextEra Energy Inc$14.7M305.04%
GE Vernova Inc.$12.2M253.71%
Equinix, Inc.$10.8M225.48%
CHEVRON CORP$10.2M212.45%
Nutrien Ltd$10.2M211.41%
Microsoft Corp.$9.8M203.55%
Community Financial System Inc$9.7M200.99%
Citigroup Inc.$9.5M197.99%
SOUTHSTATE BANK CORP$9.5M197.29%

Net asset history

Report dateNet assets
2026-03-31$480.5M
2025-12-31$482.5M
2025-09-30$502.0M
2025-06-30$497.2M
2025-03-31$524.9M
2024-12-31$562.0M
2024-09-30$621.2M
2024-06-28$593.5M

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